Heritage Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 14,656 shares of AGG stock, worth $1.43 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
14,656
Previous 12,511 17.14%
Holding current value
$1.43 Million
Previous $1.27 Billion 12.09%
% of portfolio
0.47%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$96.64 - $101.23 $207,292 - $217,138
2,145 Added 17.14%
14,656 $1.42 Billion
Q3 2024

Oct 31, 2024
SELL
$96.25 - $101.98 $864,517 - $915,984
-8,982 Reduced 41.79%
12,511 $1.27 Billion
Q2 2024

Sep 09, 2024
BUY
$95.11 - $97.92 $2.04 Million - $2.1 Million
21,493 New
21,493 $2.1 Billion

Others Institutions Holding AGG

# of Institutions
2,051
Shares Held
1.14B
Call Options Held
115K
Put Options Held
402K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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