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

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

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 18,252 shares of AGG stock, worth $1.8 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

18,252

Previous 17,410 4.84%

Holding current value

$1.8 Million

Previous $1.76 Billion 0.32%

% of portfolio

1.27%

Previous 1.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,135

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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