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

Heritage Wealth Management, Inc.

$305 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 12,511 shares of AGG stock, worth $1.21 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

12,511

Previous 21,493 41.79%

Holding current value

$1.21 Million

Previous $2.1 Billion 39.59%

% of portfolio

0.42%

Previous 0.7%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	SELL	$96.25 - $101.98 $864,517 - $915,984	-8,982 Reduced 41.79%	12,511 $1.27 Billion
Q2 2024 Sep 09, 2024	BUY	$95.11 - $97.92 $2.04 Million - $2.1 Million	21,493 New	21,493 $2.1 Billion

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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