West Branch Capital LLC Ishares Core U.S. Aggregate Bo Transaction History

West Branch Capital LLC

$297 Million
Q4 2024

A detailed history of West Branch Capital LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, West Branch Capital LLC holds 3,443 shares of AGG stock, worth $335,554. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,443

Previous 3,293 4.56%

Holding current value

$335,554

Previous $333,000 -0.0%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$96.64 - $101.23 $14,496 - $15,184	150 Added 4.56%	3,443 $333,000
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $28,541 - $29,314	295 Added 9.84%	3,293 $322,000
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $91,028 - $98,962	993 Added 49.53%	2,998 $297,000
Q3 2023 Oct 20, 2023	BUY	$93.85 - $98.43 $4,223 - $4,429	45 Added 2.3%	2,005 $188,000
Q2 2023 Aug 04, 2023	BUY	$97.49 - $100.53 $53,132 - $54,788	545 Added 38.52%	1,960 $191,000
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $5,779 - $6,047	60 Added 4.43%	1,415 $140,000
Q4 2022 Jan 27, 2023	BUY	$93.63 - $99.69 $9,831 - $10,467	105 Added 8.4%	1,355 $0
Q2 2021 Aug 17, 2021	BUY	$113.78 - $115.33 $142,225 - $144,162	1,250 New	1,250 $0

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Account

West Branch Capital LLC Ishares Core U.S. Aggregate Bo Transaction History