A detailed history of Fortress Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 7,023 shares of AGG stock, worth $686,919. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,023
Previous 11,736 40.16%
Holding current value
$686,919
Previous $1.14 Million 37.58%
% of portfolio
0.37%
Previous 0.59%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$96.25 - $101.98 $453,626 - $480,631
-4,713 Reduced 40.16%
7,023 $711,000
Q2 2024

Jul 31, 2024

BUY
$95.11 - $97.92 $14,361 - $14,785
151 Added 1.3%
11,736 $1.14 Million
Q1 2024

May 13, 2024

BUY
$96.75 - $99.37 $4,934 - $5,067
51 Added 0.44%
11,585 $1.13 Million
Q4 2023

Jan 12, 2024

SELL
$91.67 - $99.66 $792,762 - $861,859
-8,648 Reduced 42.85%
11,534 $1.14 Million
Q3 2023

Oct 12, 2023

SELL
$93.85 - $98.43 $26,653 - $27,954
-284 Reduced 1.39%
20,182 $1.9 Million
Q2 2023

Aug 10, 2023

BUY
$97.49 - $100.53 $7,896 - $8,142
81 Added 0.4%
20,466 $2 Million
Q1 2023

May 12, 2023

SELL
$96.32 - $100.79 $247,542 - $259,030
-2,570 Reduced 11.2%
20,385 $2.03 Million
Q4 2022

Feb 07, 2023

BUY
$93.63 - $99.69 $282,668 - $300,964
3,019 Added 15.14%
22,955 $2.23 Million
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $887,566 - $968,296
9,290 Added 87.26%
19,936 $1.92 Million
Q2 2022

Aug 15, 2022

SELL
$99.01 - $106.84 $92,574 - $99,895
-935 Reduced 8.07%
10,646 $1.08 Million
Q1 2022

May 16, 2022

BUY
$106.1 - $113.3 $11,140 - $11,896
105 Added 0.91%
11,581 $1.24 Million
Q4 2021

Feb 11, 2022

SELL
$113.45 - $115.33 $88,037 - $89,496
-776 Reduced 6.33%
11,476 $1.27 Million
Q3 2021

Nov 04, 2021

BUY
$114.77 - $116.58 $74,370 - $75,543
648 Added 5.58%
12,252 $1.41 Million
Q2 2021

Aug 13, 2021

BUY
$113.78 - $115.33 $1.32 Million - $1.34 Million
11,604 New
11,604 $1.34 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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