Wescott Financial Advisory Group LLC Acquires 3,467 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wescott Financial Advisory Group LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 66,540 shares of the company’s stock after acquiring an additional 3,467 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.7% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 28th biggest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,739,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Oliver Lagore Vanvalin Investment Group grew its position 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 acquiring an additional 158 shares during the last quarter. Lynx Investment Advisory bought a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $28,000. ST Germain D J Co. Inc. grew 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 acquiring an additional 255 shares during the last quarter. Wagner Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the last quarter. Finally, LRI Investments LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth approximately $33,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.81 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The company’s 50 day moving average price is $99.39 and its 200-day moving average price is $98.75.

iShares Core U.S. Aggregate Bond ETF 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.