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

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 17,072 shares of AGG stock, worth $1.71 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

17,072

Previous 16,058 6.31%

Holding current value

$1.71 Million

Previous $1.59 Billion 7.44%

% of portfolio

1.15%

Previous 1.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$97.75 - $100.75 $99,118 - $102,160	1,014 Added 6.31%	17,072 $1.71 Billion
Q2 2025 Jul 28, 2025	SELL	$96.84 - $99.46 $1,839 - $1,889	-19 Reduced 0.12%	16,058 $1.59 Billion
Q1 2025 Apr 30, 2025	SELL	$95.85 - $99.25 $208,473 - $215,868	-2,175 Reduced 11.92%	16,077 $1.59 Billion
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $81,370 - $85,235	842 Added 4.84%	18,252 $1.77 Billion
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $11,165 - $11,829	116 Added 0.67%	17,410 $1.76 Billion

Q2 2024 Jul 25, 2024	SELL	$95.11 - $97.92 $103,765 - $106,830	-1,091 Reduced 5.93%	17,294 $1.68 Billion
Q1 2024 May 06, 2024	BUY	$96.75 - $99.37 $256,484 - $263,429	2,651 Added 16.85%	18,385 $1.8 Billion
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $1.44 Million - $1.57 Million	15,734 New	15,734 $1.56 Billion

Others Institutions Holding AGG

# of Institutions

2,224

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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