West Hill Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q4 2024
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 15,968 shares of AGG stock, worth $1.56 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,968
Previous 15,478
3.17%
Holding current value
$1.56 Million
Previous $1.57 Million
1.28%
% of portfolio
0.35%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
2,004Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio