Fortis Group Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 2,838 shares of AGG stock, worth $276,591. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,838
Previous 3,140 9.62%
Holding current value
$276,591
Previous $318 Million 13.51%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$96.64 - $101.23 $29,185 - $30,571
-302 Reduced 9.62%
2,838 $275 Million
Q3 2024

Oct 21, 2024
BUY
$96.25 - $101.98 $302,225 - $320,217
3,140 New
3,140 $318 Million
Q1 2023

May 26, 2023
SELL
$96.32 - $100.79 $163,744 - $171,343
-1,700 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$117.95 - $119.63 $200,515 - $203,371
1,700 New
1,700 $200,000

Others Institutions Holding AGG

# of Institutions
2,046
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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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