Lake Street Private Wealth LLC Purchases 3,674 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lake Street Private Wealth LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,001 shares of the company’s stock after buying an additional 3,674 shares during the period. Lake Street Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,064,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares in the last quarter. ST Germain D J Co. Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the last quarter. Lynx Investment Advisory acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $28,000. Atlas Capital Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $29,000. Finally, Wagner Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

Shares of AGG traded down $0.30 during mid-day trading on Wednesday, hitting $98.55. 1,205,341 shares of the company’s stock were exchanged, compared to its average volume of 7,878,212. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.92 and a 52 week high of $102.04. The stock’s 50-day simple moving average is $100.61 and its 200-day simple moving average is $98.38.

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.