W.G. Shaheen & Associates DBA Whitney & Co Sells 670 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

W.G. Shaheen & Associates DBA Whitney & Co trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,716 shares of the company’s stock after selling 670 shares during the quarter. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $748,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mesirow Financial Investment Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after acquiring 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% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after acquiring an additional 105 shares during the period. Braun Bostich & Associates Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after acquiring an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after purchasing an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after acquiring an additional 122 shares during the last quarter. 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 NYSEARCA AGG opened at $98.02 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The business’s 50 day moving average is $97.08 and its two-hundred day moving average is $98.74.

About iShares Core U.S. Aggregate Bond ETF

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.