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 3,293 shares of AGG stock, worth $321,363. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,293
Previous 3,293 -0.0%
Holding current value
$321,363
Previous $319,000 4.39%
% of portfolio
0.12%
Previous 0.12%

Shares

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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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