iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Summit Global Investments

Summit Global Investments boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 638,855 shares of the company’s stock after acquiring an additional 37,289 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 4.2% of Summit Global Investments’ portfolio, making the stock its 3rd largest position. Summit Global Investments owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $63,406,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. First Pacific Financial acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Cetera Trust Company N.A acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $28,000. Arlington Trust Co LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $33,000. Annis Gardner Whiting Capital Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $34,000. Finally, Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $35,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

iShares Core U.S. Aggregate Bond ETF stock traded up $0.41 during mid-day trading on Thursday, reaching $95.68. 5,251,713 shares of the company traded hands, compared to its average volume of 9,235,847. The firm’s 50 day moving average price is $96.79 and its 200 day moving average price is $96.69. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $100.42.

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.