Altus Wealth Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Altus Wealth Group LLC holds 2,088 shares of AGG stock, worth $204,227. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,088

Previous 2,168 3.69%

Holding current value

$204,227

Previous $210,000 0.48%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$96.25 - $101.98 $7,700 - $8,158	-80 Reduced 3.69%	2,088 $211,000
Q2 2024 Aug 05, 2024	SELL	$95.11 - $97.92 $404,693 - $416,649	-4,255 Reduced 66.25%	2,168 $210,000
Q1 2024 May 02, 2024	SELL	$96.75 - $99.37 $1.67 Million - $1.72 Million	-17,275 Reduced 72.9%	6,423 $629,000
Q4 2023 Jan 29, 2024	SELL	$91.67 - $99.66 $2,750 - $2,989	-30 Reduced 0.13%	23,698 $2.35 Million
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $297,316 - $311,826	3,168 Added 15.41%	23,728 $2.23 Million
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $431,880 - $445,347	4,430 Added 27.46%	20,560 $2.01 Million
Q1 2023 May 01, 2023	BUY	$96.32 - $100.79 $82,160 - $85,973	853 Added 5.58%	16,130 $1.61 Million
Q4 2022 Jan 18, 2023	BUY	$93.63 - $99.69 $1.43 Million - $1.52 Million	15,277 New	15,277 $0

Others Institutions Holding AGG

# of Institutions

1,968

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
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Altus Wealth Group LLC Ishares Core U.S. Aggregate Bo Transaction History