Gladstone Institutional Advisory LLC Has $4.03 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Gladstone Institutional Advisory LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 28.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,595 shares of the company’s stock after selling 16,755 shares during the quarter. Gladstone Institutional Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,031,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Mesirow Financial Investment Management Inc. grew its position 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. Howe & Rusling Inc. raised its holdings 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 purchasing an additional 105 shares during the period. Cornerstone Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in 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 period. Braun Bostich & Associates Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the period. Finally, Heritage Wealth Management Inc. CA increased its position in iShares Core U.S. Aggregate Bond ETF by 0.7% in the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after buying an additional 116 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $97.27 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The stock’s fifty day moving average price is $97.31 and its two-hundred day moving average price is $98.85.

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.