PFW Advisors LLC Invests $6.50 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

PFW Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 67,113 shares of the company’s stock, valued at approximately $6,503,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.0% of PFW Advisors LLC’s portfolio, making the stock its 11th largest holding.

Other institutional investors and hedge funds have also modified their holdings of the company. Mesirow Financial Investment Management Inc. raised 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 purchasing an additional 104 shares in the last quarter. Evergreen Capital Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after buying an additional 105 shares in the last quarter. Howe & Rusling Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares during the period. Cornerstone Wealth Management LLC boosted its position in shares of 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 worth $526,000 after acquiring an additional 109 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after acquiring an additional 116 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

Shares of AGG stock traded down $0.09 during trading hours on Monday, reaching $95.85. The company’s stock had a trading volume of 10,420,704 shares, compared to its average volume of 8,136,320. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm’s 50 day simple moving average is $97.75 and its 200-day simple moving average is $98.94.

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.