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

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024

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 67,237 shares of AGG stock, worth $6.62 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
67,237
Previous 69,090 2.68%
Holding current value
$6.62 Million
Previous $6.71 Billion 1.53%
% of portfolio
3.52%
Previous 3.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,936
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email