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

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

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 2,332 shares of AGG stock, worth $233,200. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,332
Previous 45 5082.22%
Holding current value
$233,200
Previous $4.46 Million 5151.93%
% of portfolio
0.04%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$97.75 - $100.75 $223,554 - $230,415
2,287 Added 5082.22%
2,332 $234 Million
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

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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