West Branch Capital LLC Ishares Tr Transaction History

West Branch Capital LLC

$297 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$76.86 - $105.4 $76,860 - $105,400	-1,000 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$63.08 - $87.03 $63,080 - $87,030	1,000 New	1,000 $84,000

Others Institutions Holding IEO

# of Institutions

177

Shares Held

2.65M

Call Options Held

24.9K

Put Options Held

47.7K

Morgan Stanley New York, NY

384K
Shares

$33.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

131K
Shares

$11.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

131K
Shares

$11.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

123K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$9.7 Million
0.0% of portfolio

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

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.