WealthPlan Investment Management LLC Invests $462,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WealthPlan Investment Management 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 and Exchange Commission (SEC). The institutional investor purchased 4,763 shares of the company’s stock, valued at approximately $462,000.

Several other large investors have also modified their holdings of the stock. Raymond James & Associates grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% during 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 during the period. US Bancorp DE grew its holdings in iShares Core U.S. Aggregate Bond ETF by 11.1% during the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after acquiring an additional 3,717,053 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after acquiring an additional 230,711 shares during the period. First Citizens Bank & Trust Co. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 8.6% during the third quarter. First Citizens Bank & Trust Co. now owns 10,322,474 shares of the company’s stock worth $1,045,357,000 after acquiring an additional 820,373 shares during the period. Finally, WealthNavi Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. WealthNavi Inc. now owns 9,862,677 shares of the company’s stock worth $998,793,000 after acquiring an additional 232,340 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 Stock Up 0.4 %

Shares of AGG stock opened at $97.70 on Friday. The business’s fifty day moving average price is $97.17 and its 200 day moving average price is $98.82. 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.