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

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

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 19,627 shares of AGG stock, worth $1.96 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

19,627

Previous 17,306 13.41%

Holding current value

$1.96 Million

Previous $1.72 Billion 14.61%

% of portfolio

0.58%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$97.75 - $100.75 $226,877 - $233,840	2,321 Added 13.41%	19,627 $1.97 Billion
Q2 2025 Aug 14, 2025	BUY	$96.84 - $99.46 $107,492 - $110,400	1,110 Added 6.85%	17,306 $1.72 Billion
Q1 2025 Apr 29, 2025	BUY	$95.85 - $99.25 $147,609 - $152,845	1,540 Added 10.51%	16,196 $1.6 Billion
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

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Heritage Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History