Heritage Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,120 shares of AGG stock, worth $398,156. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,120
Previous 3,875 6.32%
Holding current value
$398,156
Previous $376,000 10.9%
% of portfolio
0.02%
Previous 0.02%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $23,581 - $24,985
245 Added 6.32%
4,120 $417,000
Q2 2024

Dec 12, 2024
BUY
$95.11 - $97.92 $7,894 - $8,127
83 Added 2.19%
3,875 $376,000
Q2 2024

Aug 05, 2024
BUY
$95.11 - $97.92 $7,894 - $8,127
83 Added 2.19%
3,875 $376,000
Q1 2024

Dec 12, 2024
BUY
$96.75 - $99.37 $4,934 - $5,067
51 Added 1.36%
3,792 $371,000
Q1 2024

May 08, 2024
BUY
$96.75 - $99.37 $4,934 - $5,067
51 Added 1.36%
3,792 $371,000
Q4 2023

Dec 12, 2024
BUY
$91.67 - $99.66 $91 - $99
1 Added 0.03%
3,741 $371,000
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $91 - $99
1 Added 0.03%
3,741 $371,000
Q3 2023

Dec 12, 2024
SELL
$93.85 - $98.43 $46,549 - $48,821
-496 Reduced 11.71%
3,740 $351,000
Q3 2023

Nov 08, 2023
SELL
$93.85 - $98.43 $46,549 - $48,821
-496 Reduced 11.71%
3,740 $351,000
Q2 2023

Dec 12, 2024
BUY
$97.49 - $100.53 $11,308 - $11,661
116 Added 2.82%
4,236 $414,000
Q2 2023

Aug 09, 2023
BUY
$97.49 - $100.53 $97 - $100
1 Added 0.02%
4,236 $414,000
Q1 2023

May 04, 2023
SELL
$96.32 - $100.79 $481 - $503
-5 Reduced 0.12%
4,235 $421,000
Q4 2022

Dec 12, 2024
SELL
$93.63 - $99.69 $749 - $797
-8 Reduced 0.19%
4,240 $411,000
Q4 2022

Feb 06, 2023
SELL
$93.63 - $99.69 $749 - $797
-8 Reduced 0.19%
4,240 $411,000
Q3 2022

Dec 12, 2024
BUY
$95.54 - $104.23 $12,229 - $13,341
128 Added 3.11%
4,248 $409,000
Q3 2022

Nov 10, 2022
BUY
$95.54 - $104.23 $2,579 - $2,814
27 Added 0.64%
4,248 $409,000
Q2 2022

Aug 04, 2022
SELL
$99.01 - $106.84 $152,475 - $164,533
-1,540 Reduced 26.73%
4,221 $429,000
Q1 2022

May 11, 2022
BUY
$106.1 - $113.3 $15,596 - $16,655
147 Added 2.62%
5,761 $617,000
Q4 2021

Feb 02, 2022
SELL
$113.45 - $115.33 $3,857 - $3,921
-34 Reduced 0.6%
5,614 $0
Q3 2021

Nov 02, 2021
BUY
$114.77 - $116.58 $12,624 - $12,823
110 Added 1.99%
5,648 $0
Q2 2021

Aug 09, 2021
SELL
$113.78 - $115.33 $133,008 - $134,820
-1,169 Reduced 17.43%
5,538 $0
Q2 2021

Jul 27, 2021
BUY
$113.78 - $115.33 $135,170 - $137,012
1,188 Added 21.53%
6,707 $793,000
Q1 2021

Apr 27, 2021
SELL
$113.42 - $118.04 $134,742 - $140,231
-1,188 Reduced 17.71%
5,519 $0
Q4 2020

Feb 01, 2021
SELL
$117.06 - $118.42 $133,916 - $135,472
-1,144 Reduced 14.57%
6,707 $793,000
Q3 2020

Nov 03, 2020
SELL
$117.95 - $119.63 $74,426 - $75,486
-631 Reduced 7.44%
7,851 $0
Q2 2020

Jul 17, 2020
SELL
$114.73 - $118.21 $613,690 - $632,305
-5,349 Reduced 38.67%
8,482 $0
Q2 2020

Jul 17, 2020
BUY
$114.73 - $118.21 $468,672 - $482,887
4,085 Added 41.91%
13,831 $1 Million
Q1 2020

May 05, 2020
SELL
$106.57 - $117.86 $6,181 - $6,835
-58 Reduced 0.59%
9,746 $0
Q4 2019

Feb 04, 2020
BUY
$111.81 - $113.82 $60,824 - $61,918
544 Added 5.87%
9,804 $0
Q3 2019

Oct 30, 2019
SELL
$111.75 - $113.28 $5,364 - $5,437
-48 Reduced 0.52%
9,260 $1.05 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,725 Added 22.75%
9,308 $0
Q1 2019

May 06, 2019
BUY
N/A
576 Added 8.22%
7,583 $0
Q4 2018

Jan 28, 2019
SELL
N/A
-317 Reduced 4.33%
7,007 $746,000
Q3 2018

Nov 14, 2018
BUY
N/A
134 Added 1.86%
7,324 $772,000
Q2 2018

Jul 19, 2018
BUY
N/A
2,794 Added 63.56%
7,190 $766,000
Q1 2018

May 10, 2018
BUY
N/A
447 Added 11.32%
4,396 $474,000
Q4 2017

Feb 02, 2018
BUY
N/A
254 Added 6.87%
3,949 $432,000
Q3 2017

Nov 07, 2017
BUY
N/A
3,695
3,695 $406,000

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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