iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by TCI Wealth Advisors Inc.

TCI Wealth Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 298.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 243,571 shares of the company’s stock after purchasing an additional 182,507 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 2.6% of TCI Wealth Advisors Inc.’s investment portfolio, making the stock its 10th largest position. TCI Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,174,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in AGG. Long Run Wealth Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock valued at $2,000,000 after buying an additional 105 shares in the last quarter. Carmichael Hill & Associates Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after acquiring an additional 105 shares during the last quarter. Brickley Wealth Management lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock valued at $247,000 after purchasing an additional 110 shares in the last quarter. O Connor Financial Group LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after purchasing an additional 112 shares during the last quarter. Finally, RKL Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% during the 3rd quarter. RKL Wealth Management LLC now owns 45,871 shares of the company’s stock worth $4,314,000 after purchasing an additional 116 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG traded up $0.49 on Friday, reaching $96.19. The stock had a trading volume of 9,146,714 shares, compared to its average volume of 10,411,634. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.42. The firm’s fifty day moving average is $96.75 and its two-hundred day moving average is $96.76.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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