Lee Financial Co Buys 2,150 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lee Financial Co raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 58.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,821 shares of the company’s stock after purchasing an additional 2,150 shares during the quarter. Lee Financial Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $564,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Cornerstone Wealth Management LLC increased its holdings in 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 valued at $526,000 after purchasing an additional 109 shares during the period. LexAurum Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the third quarter. LexAurum Advisors LLC now owns 3,692 shares of the company’s stock valued at $374,000 after buying an additional 614 shares during the period. Sax Wealth Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.7% during the third quarter. Sax Wealth Advisors LLC now owns 4,587 shares of the company’s stock valued at $465,000 after buying an additional 754 shares during the period. Richard W. Paul & Associates LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.9% during the third quarter. Richard W. Paul & Associates LLC now owns 114,000 shares of the company’s stock valued at $11,545,000 after acquiring an additional 7,333 shares in the last quarter. Finally, Stratos Wealth Partners LTD. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Stratos Wealth Partners LTD. now owns 182,228 shares of the company’s stock worth $18,454,000 after acquiring an additional 7,684 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The company’s fifty day simple moving average is $97.17 and its two-hundred day simple moving average is $98.82.

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.