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

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 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 17,294 shares of AGG stock, worth $1.76 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
17,294
Previous 18,385 5.93%
Holding current value
$1.76 Million
Previous $1.8 Billion 6.77%
% of portfolio
1.23%
Previous 1.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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