Westside Investment Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Westside Investment Management, Inc. holds 77,132 shares of AGG stock, worth $7.62 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
77,132
Previous 74,342 3.75%
Holding current value
$7.62 Million
Previous $7.52 Billion 0.62%
% of portfolio
1.58%
Previous 1.6%

Shares

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

Jan 17, 2025
BUY
$96.64 - $101.23 $269,625 - $282,431
2,790 Added 3.75%
77,132 $7.47 Billion
Q3 2024

Nov 20, 2024
BUY
$96.25 - $101.98 $65,065 - $68,938
676 Added 0.92%
74,342 $7.52 Billion
Q2 2024

Jul 17, 2024
BUY
$95.11 - $97.92 $280,859 - $289,157
2,953 Added 4.18%
73,666 $7.15 Billion
Q1 2024

Apr 19, 2024
BUY
$96.75 - $99.37 $104,490 - $107,319
1,080 Added 1.55%
70,713 $6.93 Billion
Q4 2023

Jan 12, 2024
SELL
$91.67 - $99.66 $58,118 - $63,184
-634 Reduced 0.9%
69,633 $6.91 Billion
Q3 2023

Nov 15, 2023
BUY
$93.85 - $98.43 $308,672 - $323,736
3,289 Added 4.91%
70,267 $6.61 Billion
Q2 2023

Jul 14, 2023
BUY
$97.49 - $100.53 $300,951 - $310,336
3,087 Added 4.83%
66,978 $6.56 Billion
Q1 2023

May 17, 2023
BUY
$96.32 - $100.79 $152,185 - $159,248
1,580 Added 2.54%
63,891 $6.36 Billion
Q4 2022

Jan 31, 2023
SELL
$93.63 - $99.69 $653,631 - $695,935
-6,981 Reduced 10.07%
62,311 $179 Million
Q3 2022

Nov 09, 2022
SELL
$95.54 - $104.23 $171,016 - $186,571
-1,790 Reduced 2.52%
69,292 $132 Million
Q2 2022

Jul 15, 2022
BUY
$99.01 - $106.84 $14,257 - $15,384
144 Added 0.2%
71,082 $0
Q1 2022

Apr 25, 2022
BUY
$106.1 - $113.3 $157,028 - $167,684
1,480 Added 2.13%
70,938 $0
Q4 2021

Feb 15, 2022
BUY
$113.45 - $115.33 $450,509 - $457,975
3,971 Added 6.06%
69,458 $0
Q3 2021

Oct 27, 2021
BUY
$114.77 - $116.58 $604,837 - $614,376
5,270 Added 8.75%
65,487 $0
Q2 2021

Jul 28, 2021
BUY
$113.78 - $115.33 $1.57 Million - $1.59 Million
13,788 Added 29.7%
60,217 $0
Q1 2021

Apr 14, 2021
BUY
$113.42 - $118.04 $55,348 - $57,603
488 Added 1.06%
46,429 $0
Q4 2020

Jan 15, 2021
BUY
$117.06 - $118.42 $87,912 - $88,933
751 Added 1.66%
45,941 $0
Q3 2020

Oct 14, 2020
BUY
$117.95 - $119.63 $100,611 - $102,044
853 Added 1.92%
45,190 $0
Q2 2020

Jul 21, 2020
BUY
$114.73 - $118.21 $79,507 - $81,919
693 Added 1.59%
44,337 $0
Q1 2020

Apr 16, 2020
SELL
$106.57 - $117.86 $4.14 Million - $4.58 Million
-38,847 Reduced 47.09%
43,644 $0
Q2 2019

Jul 24, 2019
BUY
N/A
1,020 Added 1.25%
82,491 $9.19 Million
Q4 2018

Feb 05, 2019
BUY
N/A
81,471 New
81,471 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-80,760 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
673 Added 0.84%
80,760 $0
Q1 2018

Apr 16, 2018
BUY
N/A
3,343 Added 4.36%
80,087 $0
Q4 2017

Feb 15, 2018
SELL
N/A
-4,147 Reduced 5.13%
76,744 $0
Q3 2017

Nov 13, 2017
BUY
N/A
595 Added 0.74%
80,891 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-29,089 Reduced 26.59%
80,296 $0
Q2 2017

Aug 15, 2017
BUY
N/A
109,385
109,385 $0

Others Institutions Holding AGG

# of Institutions
2,112
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
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email