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

Altus Wealth Group LLC

$197 Million
Q1 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 6,423 shares of AGG stock, worth $620,269. This represents 0.32% of its overall portfolio holdings.

Number of Shares

6,423

Previous 23,698 72.9%

Holding current value

$620,269

Previous $2.35 Million 73.26%

% of portfolio

0.32%

Previous 1.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$94.17 - $99.69 $1.44 Million - $1.52 Million	15,277 New	15,277 $0

Others Institutions Holding AGG

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

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