Herold Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,179 shares of AGG stock, worth $212,975. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,179
Previous 2,159 0.93%
Holding current value
$212,975
Previous $209,000 5.26%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $1,925 - $2,039
20 Added 0.93%
2,179 $220,000
Q2 2024

Jul 24, 2024
BUY
$95.11 - $97.92 $1,807 - $1,860
19 Added 0.89%
2,159 $209,000
Q1 2024

May 10, 2024
BUY
$96.75 - $99.37 $207,045 - $212,651
2,140 New
2,140 $209,000

Others Institutions Holding AGG

# of Institutions
1,968
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 Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. 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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email