Heritage Wealth Management Inc. Makes New $2.10 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Wealth Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 21,493 shares of the company’s stock, valued at approximately $2,097,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.7% of Heritage Wealth Management Inc.’s portfolio, making the stock its 29th biggest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. CIBC Asset Management Inc boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.2% during the 4th quarter. CIBC Asset Management Inc now owns 9,427 shares of the company’s stock valued at $936,000 after buying an additional 1,312 shares during the last quarter. CIBC Private Wealth Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the 4th quarter. CIBC Private Wealth Group LLC now owns 80,343 shares of the company’s stock valued at $7,974,000 after buying an additional 734 shares during the last quarter. Oppenheimer & Co. Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 20.7% during the 4th quarter. Oppenheimer & Co. Inc. now owns 68,014 shares of the company’s stock valued at $6,750,000 after buying an additional 11,687 shares during the last quarter. Annex Advisory Services LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,312.8% during the 4th quarter. Annex Advisory Services LLC now owns 223,326 shares of the company’s stock valued at $22,165,000 after buying an additional 207,519 shares during the last quarter. Finally, Per Stirling Capital Management LLC. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 77.0% during the 4th quarter. Per Stirling Capital Management LLC. now owns 6,228 shares of the company’s stock valued at $618,000 after buying an additional 2,709 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0 %

iShares Core U.S. Aggregate Bond ETF stock opened at $101.24 on Wednesday. The stock has a 50 day moving average of $100.45 and a 200-day moving average of $98.14. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.