Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$97.49 - $100.53 $29,636 - $30,561
-304 Reduced 7.04%
4,017 $393,000
Q1 2023

Apr 24, 2023

SELL
$96.32 - $100.79 $57,599 - $60,272
-598 Reduced 12.16%
4,321 $431,000
Q4 2022

Feb 09, 2023

SELL
$93.63 - $99.69 $34,455 - $36,685
-368 Reduced 6.96%
4,919 $477,000
Q3 2022

Nov 02, 2022

SELL
$95.54 - $104.23 $2,388 - $2,605
-25 Reduced 0.47%
5,287 $509,000
Q2 2022

Aug 04, 2022

BUY
$99.01 - $106.84 $891 - $961
9 Added 0.17%
5,312 $540,000
Q1 2022

Jun 15, 2022

BUY
$106.1 - $113.3 $39,469 - $42,147
372 Added 7.54%
5,303 $568,000
Q4 2021

Jan 24, 2022

BUY
$113.45 - $115.33 $67,502 - $68,621
595 Added 13.72%
4,931 $563,000
Q3 2021

Oct 25, 2021

BUY
$114.77 - $116.58 $166,646 - $169,274
1,452 Added 50.35%
4,336 $498,000
Q2 2021

Aug 02, 2021

BUY
$113.78 - $115.33 $328,141 - $332,611
2,884 New
2,884 $333,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Westbourne Investment Advisors, Inc. Portfolio

Follow Westbourne Investment Advisors, 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 Westbourne Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investment Advisors, Inc. with notifications on news.