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 45 shares of AGG stock, worth $4,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 2,912 98.45%
Holding current value
$4,452
Previous $288 Million 98.45%
% of portfolio
0.0%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$96.84 - $99.46 $277,640 - $285,151
-2,867 Reduced 98.45%
45 $4.46 Million
Q1 2025

May 02, 2025

BUY
$95.85 - $99.25 $7,092 - $7,344
74 Added 2.61%
2,912 $288 Million
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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