Aries Wealth Management Has $1.94 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Aries Wealth Management grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,021 shares of the company’s stock after buying an additional 3,219 shares during the quarter. Aries Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,940,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Life Planning Partners Inc lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9,648.9% in the 4th quarter. Life Planning Partners Inc now owns 226,174 shares of the company’s stock valued at $21,916,000 after acquiring an additional 223,854 shares in the last quarter. Prairieview Wealth Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.6% during the 4th quarter. Prairieview Wealth Partners LLC now owns 168,180 shares of the company’s stock valued at $16,297,000 after purchasing an additional 2,575 shares during the period. PrairieView Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 76.5% during the 4th quarter. PrairieView Partners LLC now owns 5,803 shares of the company’s stock valued at $562,000 after purchasing an additional 2,516 shares during the period. Hemington Wealth Management lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% in the fourth quarter. Hemington Wealth Management now owns 4,362 shares of the company’s stock valued at $422,000 after purchasing an additional 312 shares in the last quarter. Finally, TFC Financial Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $422,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.6 %

Shares of AGG stock opened at $97.34 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The stock’s fifty day simple moving average is $97.24 and its 200-day simple moving average is $98.83.

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.