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 $399,475. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,120
Previous 3,875 6.32%
Holding current value
$399,475
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
1,969
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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email