Thrive Wealth Management LLC Takes $644,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Thrive Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,644 shares of the company’s stock, valued at approximately $644,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Raymond James & Associates increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares during the period. US Bancorp DE boosted its stake in iShares Core U.S. Aggregate Bond ETF by 11.1% during the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after buying an additional 3,717,053 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after acquiring an additional 230,711 shares during the period. Creative Planning raised its position in iShares Core U.S. Aggregate Bond ETF by 2.5% in the second quarter. Creative Planning now owns 12,959,116 shares of the company’s stock worth $1,257,941,000 after acquiring an additional 318,944 shares in the last quarter. Finally, First Citizens Bank & Trust Co. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.6% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 10,322,474 shares of the company’s stock valued at $1,045,357,000 after acquiring an additional 820,373 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $96.92 on Monday. The firm’s 50 day moving average is $97.58 and its 200-day moving average is $98.91. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company Profile

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.