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

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 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 68,711 shares of AGG stock, worth $6.68 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
68,711
Previous 67,237 2.19%
Holding current value
$6.68 Million
Previous $6.81 Billion 2.22%
% of portfolio
3.32%
Previous 3.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,983
Shares Held
1.06B
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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