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 $1.71 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

17,410

Previous 17,294 0.67%

Holding current value

$1.71 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

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

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