West Branch Capital LLC Ishares Core Total Usd Bond Ma Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$43.62 - $45.64 $218 - $228	5 Added 0.87%	582 $25,000
Q2 2023 Aug 04, 2023	BUY	$45.12 - $46.45 $225 - $232	5 Added 0.87%	577 $26,000
Q1 2023 Apr 20, 2023	BUY	$44.68 - $46.69 $134 - $140	3 Added 0.53%	572 $26,000
Q4 2022 Jan 27, 2023	BUY	$43.31 - $46.11 $216 - $230	5 Added 0.89%	569 $0
Q3 2022 Oct 19, 2022	BUY	$44.1 - $48.01 $176 - $192	4 Added 0.71%	564 $25,000
Q2 2022 Jul 28, 2022	BUY	$45.73 - $49.5 $137 - $148	3 Added 0.54%	560 $26,000
Q1 2022 May 03, 2022	BUY	$49.13 - $52.58 $49 - $52	1 Added 0.18%	557 $28,000
Q4 2021 Jan 24, 2022	BUY	$52.59 - $53.43 $157 - $160	3 Added 0.54%	556 $29,000
Q3 2021 Nov 09, 2021	BUY	$53.21 - $53.97 $159 - $161	3 Added 0.55%	553 $29,000
Q2 2021 Aug 17, 2021	BUY	$52.74 - $53.49 $29,007 - $29,419	550 New	550 $29,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

0

Put Options Held

0

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