iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Legacy Financial Strategies LLC

Legacy Financial Strategies LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 385,892 shares of the company’s stock after acquiring an additional 42,334 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 8.6% of Legacy Financial Strategies LLC’s holdings, making the stock its 3rd largest holding. Legacy Financial Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $39,079,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Raymond James & Associates boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% in the third quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after acquiring an additional 2,376,267 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock worth $4,278,608,000 after purchasing an additional 4,641,016 shares during the period. US Bancorp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.8% during the second quarter. US Bancorp DE now owns 33,543,687 shares of the company’s stock worth $3,256,099,000 after purchasing an additional 1,844,683 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% during the second quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after purchasing an additional 1,704,132 shares during the period. Finally, Envestnet Portfolio Solutions Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.6% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 17,226,230 shares of the company’s stock worth $1,687,137,000 after purchasing an additional 2,455,461 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of iShares Core U.S. Aggregate Bond ETF stock traded up $0.07 on Friday, reaching $99.52. 4,973,029 shares of the stock were exchanged, compared to its average volume of 7,898,761. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $102.04. The business has a 50 day moving average price of $100.65 and a two-hundred day moving average price of $98.34.

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.