21,817 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Purchased by Envision Financial LLC

Envision Financial LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 21,817 shares of the company’s stock, valued at approximately $2,114,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.7% of Envision Financial LLC’s investment portfolio, making the stock its 20th biggest holding.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Raymond James & Associates lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares during the last quarter. 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 valued at $3,697,061,000 after purchasing an additional 3,717,053 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% in the second quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after buying an additional 1,704,132 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in 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 buying an additional 230,711 shares during the last quarter. Finally, Creative Planning boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the 2nd quarter. Creative Planning now owns 12,959,116 shares of the company’s stock worth $1,257,941,000 after buying an additional 318,944 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

iShares Core U.S. Aggregate Bond ETF stock traded down $0.08 on Monday, hitting $95.86. The company’s stock had a trading volume of 2,167,713 shares, compared to its average volume of 6,936,764. The company has a fifty day moving average price of $97.75 and a 200-day moving average price of $98.94. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one 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.