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

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 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 17,410 shares of AGG stock, worth $1.7 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

17,410

Previous 17,294 0.67%

Holding current value

$1.7 Million

Previous $1.68 Billion 5.03%

% of portfolio

1.25%

Previous 1.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,963

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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