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

Fortress Wealth Group, LLC

  • $203 Million
  • Q4 2024

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 7,051 shares of AGG stock, worth $696,145. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,051
Previous 7,023 0.4%
Holding current value
$696,145
Previous $711,000 3.94%
% of portfolio
0.34%
Previous 0.37%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$96.64 - $101.23 $2,705 - $2,834
28 Added 0.4%
7,051 $683,000
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

# of Institutions
2,135
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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