Atria Wealth Solutions Inc. Has $43.62 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Atria Wealth Solutions Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 439,494 shares of the company’s stock after purchasing an additional 53,551 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 0.5% of Atria Wealth Solutions Inc.’s portfolio, making the stock its 26th largest holding. Atria Wealth Solutions Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $43,620,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Arkadios Wealth Advisors bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $213,000. Ziegler Capital Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.9% in the 3rd quarter. Ziegler Capital Management LLC now owns 14,165 shares of the company’s stock valued at $1,332,000 after buying an additional 1,036 shares during the period. Capital Investment Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.0% in the 3rd quarter. Capital Investment Advisors LLC now owns 8,175 shares of the company’s stock valued at $769,000 after buying an additional 391 shares during the period. DAVENPORT & Co LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 49.7% in the 3rd quarter. DAVENPORT & Co LLC now owns 25,577 shares of the company’s stock valued at $2,405,000 after buying an additional 8,489 shares during the period. Finally, Avior Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 3rd quarter. Avior Wealth Management LLC now owns 16,208 shares of the company’s stock valued at $1,515,000 after buying an additional 916 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG traded down $0.25 on Wednesday, reaching $95.39. The company had a trading volume of 7,960,989 shares, compared to its average volume of 9,305,825. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.42. The company’s fifty day moving average is $96.98 and its 200-day moving average is $96.63.

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.