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 $279,486. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,838

Previous 3,140 9.62%

Holding current value

$279,486

Previous $318 Million 13.51%

% of portfolio

0.05%

Previous 0.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,122

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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