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

Heartwood Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 239,198 shares of the company’s stock after purchasing an additional 410 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.6% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 11th biggest position. Heartwood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $23,178,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after buying an additional 104 shares during the period. Evergreen Capital Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after acquiring an additional 105 shares during the period. Howe & Rusling Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after purchasing an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.51 on Friday, reaching $95.97. The stock had a trading volume of 5,475,407 shares, compared to its average volume of 6,972,088. The company has a 50 day moving average price of $97.79 and a 200 day moving average price of $98.93. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year 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.