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

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,582 shares of AGG stock, worth $252,261. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,582
Previous 26,409 90.22%
Holding current value
$252,261
Previous $2.67 Billion 90.64%
% of portfolio
0.12%
Previous 1.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$96.64 - $101.23 $2.3 Million - $2.41 Million
-23,827 Reduced 90.22%
2,582 $250 Million
Q3 2024

Oct 23, 2024
BUY
$96.25 - $101.98 $2.54 Million - $2.69 Million
26,409 New
26,409 $2.67 Billion

Others Institutions Holding AGG

# of Institutions
2,094
Shares Held
1.22B
Call Options Held
128K
Put Options Held
205K
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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