Heartwood Wealth Advisors LLC Acquires 410 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heartwood Wealth Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 239,198 shares of the company’s stock after acquiring an additional 410 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 2.6% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 11th biggest holding. Heartwood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $23,178,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Oliver Lagore Vanvalin Investment Group boosted its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares during the last quarter. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the period. Wagner Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.5 %

AGG traded down $0.51 during trading on Friday, reaching $95.97. The company had a trading volume of 5,475,407 shares, compared to its average volume of 6,972,088. The business has a 50 day simple moving average of $97.79 and a 200-day simple moving average of $98.93. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.