Heritage Family Offices, LLP Ishares Core U.S. Aggregate Bo Transaction History

Heritage Family Offices, LLP

$215 Billion
Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Family Offices, LLP holds 64,337 shares of AGG stock, worth $6.43 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

64,337

Previous 74,348 13.47%

Holding current value

$6.43 Million

Previous $7.34 Billion 12.13%

% of portfolio

3.0%

Previous 3.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$97.75 - $100.75 $978,575 - $1.01 Million	-10,011 Reduced 13.47%	64,337 $6.45 Billion
Q1 2025 Apr 10, 2025	BUY	$95.85 - $99.25 $540,306 - $559,472	5,637 Added 8.2%	74,348 $7.35 Billion
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $142,447 - $149,213	1,474 Added 2.19%	68,711 $6.66 Billion
Q3 2024 Oct 16, 2024	SELL	$96.25 - $101.98 $178,351 - $188,968	-1,853 Reduced 2.68%	67,237 $6.81 Billion
Q2 2024 Aug 01, 2024	BUY	$95.11 - $97.92 $6.57 Million - $6.77 Million	69,090 New	69,090 $6.71 Billion

Others Institutions Holding AGG

# of Institutions

2,226

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
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Heritage Family Offices, LLP Ishares Core U.S. Aggregate Bo Transaction History