West Branch Capital LLC Ihares Core 1 5 Years Usd Bond Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	BUY	$50.4 - $51.06 $7,156 - $7,250	142 New	142 $7,000

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.4 Million
0.0% of portfolio

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