West Hill Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

West Hill Financial Advisors, Inc.

$470 Million
Q2 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 15,342 shares of AGG stock, worth $1.54 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

15,342

Previous 14,931 2.75%

Holding current value

$1.54 Million

Previous $1.48 Million 3.05%

% of portfolio

0.32%

Previous 0.34%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$96.84 - $99.46 $39,801 - $40,878	411 Added 2.75%	15,342 $1.52 Million
Q1 2025 Apr 21, 2025	SELL	$95.85 - $99.25 $99,396 - $102,922	-1,037 Reduced 6.49%	14,931 $1.48 Million
Q4 2024 Jan 31, 2025	BUY	$96.64 - $101.23 $47,353 - $49,602	490 Added 3.17%	15,968 $1.55 Million
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $64,968 - $68,836	675 Added 4.56%	15,478 $1.57 Million
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $1,046 - $1,077	-11 Reduced 0.07%	14,803 $1.44 Million
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $31,637 - $32,493	327 Added 2.26%	14,814 $1.45 Million
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $15,675 - $17,041	171 Added 1.19%	14,487 $1.44 Million
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $111,963 - $117,426	1,193 Added 9.09%	14,316 $1.35 Million
Q2 2023 Aug 10, 2023	BUY	$97.49 - $100.53 $31,684 - $32,672	325 Added 2.54%	13,123 $1.29 Million
Q1 2023 May 11, 2023	SELL	$96.32 - $100.79 $24,272 - $25,399	-252 Reduced 1.93%	12,798 $1.28 Million
Q4 2022 Feb 14, 2023	SELL	$93.63 - $99.69 $2,153 - $2,292	-23 Reduced 0.18%	13,050 $1.27 Million
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $9,362 - $10,214	98 Added 0.76%	13,073 $1.26 Million
Q2 2022 Jul 29, 2022	BUY	$99.01 - $106.84 $25,445 - $27,457	257 Added 2.02%	12,975 $1.32 Million
Q1 2022 Apr 27, 2022	BUY	$106.1 - $113.3 $13,050 - $13,935	123 Added 0.98%	12,718 $1.36 Million
Q4 2021 Feb 14, 2022	SELL	$113.45 - $115.33 $15,656 - $15,915	-138 Reduced 1.08%	12,595 $1.44 Million
Q3 2021 Oct 13, 2021	BUY	$114.77 - $116.58 $43,727 - $44,416	381 Added 3.08%	12,733 $1.46 Million
Q1 2021 Oct 13, 2021	BUY	$113.42 - $118.04 $72,588 - $75,545	640 Added 5.46%	12,352 $1.41 Million
Q4 2020 Feb 17, 2021	BUY	$117.06 - $118.42 $1.37 Million - $1.39 Million	11,712 New	11,712 $1.38 Million

Others Institutions Holding AGG

# of Institutions

2,169

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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West Hill Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History