Westmount Partners, LLC Ishares Tr Transaction History

Westmount Partners, LLC

$328 Billion
Q1 2025

A detailed history of Westmount Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Westmount Partners, LLC holds 8,239 shares of IEO stock, worth $668,924. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,239

Previous 7,617 8.17%

Holding current value

$668,924

Previous $683 Million 14.14%

% of portfolio

0.24%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$86.02 - $99.13 $53,504 - $61,658	622 Added 8.17%	8,239 $779 Million
Q4 2024 Jan 13, 2025	BUY	$85.22 - $101.77 $4,005 - $4,783	47 Added 0.62%	7,617 $683 Million
Q3 2024 Jan 13, 2025	BUY	$88.52 - $101.16 $670,096 - $765,781	7,570 New	7,570 $692 Million
Q2 2024 Jan 28, 2025	BUY	$96.41 - $111.94 $3,567 - $4,141	37 Added 0.53%	7,036 $702 Million
Q1 2024 Jan 28, 2025	BUY	$87.76 - $106.97 $3,422 - $4,171	39 Added 0.56%	6,999 $749 Million
Q4 2023 Jan 28, 2025	BUY	$89.35 - $102.39 $2,769 - $3,174	31 Added 0.45%	6,960 $649 Million
Q2 2023 Jan 28, 2025	SELL	$78.88 - $90.31 $54,269 - $62,133	-688 Reduced 9.03%	6,929 $589 Million
Q1 2023 Jan 29, 2025	SELL	$79.25 - $98.78 $58,882 - $73,393	-743 Reduced 9.75%	6,874 $590 Million
Q4 2022 Jan 28, 2025	SELL	$88.39 - $105.94 $71,153 - $85,281	-805 Reduced 10.57%	6,812 $633 Million

Others Institutions Holding IEO

# of Institutions

173

Shares Held

2.63M

Call Options Held

37.3K

Put Options Held

28.2K

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About ISHARES TR

Ticker IEO
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Westmount Partners, LLC Ishares Tr Transaction History