Brandywine Oak Private Wealth LLC Invests $200,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Brandywine Oak Private Wealth LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,019 shares of the company’s stock, valued at approximately $200,000.

Several other institutional investors have also modified their holdings of the company. Jones Financial Companies Lllp grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% during the third quarter. Jones Financial Companies Lllp now owns 89,272,076 shares of the company’s stock worth $8,395,146,000 after acquiring an additional 2,551,739 shares during the last quarter. Raymond James & Associates grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Raymond James & Associates now owns 63,061,225 shares of the company’s stock worth $6,258,826,000 after acquiring an additional 1,072,797 shares during the last quarter. US Bancorp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the third quarter. US Bancorp DE now owns 25,936,364 shares of the company’s stock worth $2,438,642,000 after acquiring an additional 2,346,840 shares during the last quarter. Morgan Stanley grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the third quarter. Morgan Stanley now owns 25,070,989 shares of the company’s stock worth $2,357,676,000 after acquiring an additional 440,988 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 120.7% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock valued at $1,706,332,000 after buying an additional 9,923,920 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $95.28 on Thursday. The company’s 50-day moving average price is $96.79 and its two-hundred day moving average price is $96.69. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.42.

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.