Westside Investment Management, Inc. Ishares Tr Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 300 shares of DVY stock, worth $39,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares

300

Previous 300 -0.0%

Holding current value

$39,753

Previous $36.3 Million 11.65%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 14, 2020	SELL	$77.43 - $86.72 $62,795 - $70,329	-811 Reduced 73.0%	300 $0
Q2 2020 Jul 21, 2020	SELL	$69.37 - $91.69 $63,334 - $83,712	-913 Reduced 45.11%	1,111 $0
Q1 2020 Apr 16, 2020	SELL	$62.67 - $107.3 $7,708 - $13,197	-123 Reduced 5.73%	2,024 $0
Q2 2019 Jul 24, 2019	SELL	N/A	-262 Reduced 10.88%	2,147 $213,000
Q4 2018 Feb 05, 2019	BUY	N/A	560 Added 30.29%	2,409 $0
Q2 2018 Aug 13, 2018	BUY	N/A	5 Added 0.27%	1,849 $0
Q1 2018 Apr 16, 2018	BUY	N/A	4 Added 0.22%	1,844 $0
Q4 2017 Feb 15, 2018	BUY	N/A	3 Added 0.16%	1,840 $0
Q3 2017 Nov 13, 2017	BUY	N/A	2 Added 0.11%	1,837 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-1,161 Reduced 38.75%	1,835 $0
Q2 2017 Aug 15, 2017	BUY	N/A	2,996	2,996 $0

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
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Westside Investment Management, Inc. Ishares Tr Transaction History