Westside Investment Management, Inc. Ishares Core Dividend Growth E Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Westside Investment Management, Inc. holds 4,170 shares of DGRO stock, worth $259,165. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,170

Previous 4,247 1.81%

Holding current value

$259,165

Previous $245 Million 6.7%

% of portfolio

0.06%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	SELL	$57.47 - $62.76 $4,425 - $4,832	-77 Reduced 1.81%	4,170 $261 Million
Q2 2024 Jul 17, 2024	SELL	$55.23 - $58.55 $77,211 - $81,852	-1,398 Reduced 24.77%	4,247 $245 Million
Q1 2024 Apr 19, 2024	SELL	$53.33 - $58.06 $23,518 - $25,604	-441 Reduced 7.25%	5,645 $328 Million
Q4 2023 Jan 12, 2024	SELL	$47.36 - $54.1 $3,646 - $4,165	-77 Reduced 1.25%	6,086 $328 Million
Q2 2023 Jul 14, 2023	BUY	$49.08 - $51.53 $147 - $154	3 Added 0.05%	6,163 $318 Million
Q1 2023 May 17, 2023	SELL	$47.94 - $51.79 $4,410 - $4,764	-92 Reduced 1.47%	6,160 $308 Million
Q4 2022 Jan 31, 2023	BUY	$44.53 - $52.33 $12,869 - $15,123	289 Added 4.85%	6,252 $312,000
Q3 2022 Nov 09, 2022	BUY	$44.47 - $52.73 $53,541 - $63,486	1,204 Added 25.3%	5,963 $265,000
Q2 2022 Jul 15, 2022	BUY	$45.84 - $53.69 $94,201 - $110,332	2,055 Added 76.0%	4,759 $0
Q1 2022 Apr 25, 2022	BUY	$50.66 - $56.06 $12,715 - $14,071	251 Added 10.23%	2,704 $0
Q4 2021 Feb 15, 2022	BUY	$50.43 - $55.68 $50 - $55	1 Added 0.04%	2,453 $0
Q3 2021 Oct 27, 2021	BUY	$50.23 - $53.1 $23,909 - $25,275	476 Added 24.09%	2,452 $0
Q2 2021 Jul 28, 2021	BUY	$48.57 - $51.16 $48 - $51	1 Added 0.05%	1,976 $0
Q1 2021 Apr 14, 2021	BUY	$44.11 - $48.56 $54,167 - $59,631	1,228 Added 164.39%	1,975 $0
Q4 2020 Jan 15, 2021	BUY	$38.76 - $44.82 $3,914 - $4,526	101 Added 15.63%	747 $0
Q3 2020 Oct 14, 2020	BUY	$37.36 - $41.95 $16,886 - $18,961	452 Added 232.99%	646 $0
Q2 2020 Jul 21, 2020	BUY	$31.16 - $40.84 $31 - $40	1 Added 0.52%	194 $0
Q1 2020 Apr 16, 2020	BUY	$27.99 - $43.13 $111 - $172	4 Added 2.12%	193 $0
Q2 2019 Jul 24, 2019	BUY	N/A	2 Added 1.07%	189 $7,000
Q4 2018 Feb 05, 2019	BUY	N/A	187 New	187 $0
Q3 2018 Nov 08, 2018	SELL	N/A	-185 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	1 Added 0.54%	185 $0
Q1 2018 Apr 16, 2018	BUY	N/A	1 Added 0.55%	184 $0
Q4 2017 Feb 15, 2018	BUY	N/A	1 Added 0.55%	183 $0
Q3 2017 Nov 13, 2017	BUY	N/A	1 Added 0.55%	182 $0
Q2 2017 Sep 14, 2017	BUY	N/A	81 Added 81.0%	181 $0
Q2 2017 Aug 15, 2017	BUY	N/A	100	100 $0

Others Institutions Holding DGRO

# of Institutions

1,116

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Westside Investment Management, Inc. Ishares Core Dividend Growth E Transaction History