Westside Investment Management, Inc. Ishares Tr Msci Eafe ETF Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 2,340 shares of EFA stock, worth $177,512. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,340

Previous 2,340 -0.0%

Holding current value

$177,512

Previous $183 Million 6.77%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$76.09 - $82.16 $152 - $164	2 Added 0.09%	2,340 $183 Million
Q1 2024 Apr 19, 2024	BUY	$73.11 - $80.04 $6,579 - $7,203	90 Added 4.0%	2,338 $187 Million
Q4 2023 Jan 12, 2024	SELL	$65.84 - $75.47 $39,438 - $45,206	-599 Reduced 21.04%	2,248 $169 Million
Q2 2023 Jul 14, 2023	BUY	$70.67 - $73.9 $212 - $221	3 Added 0.11%	2,847 $206 Million
Q4 2022 Jan 31, 2023	SELL	$55.71 - $67.79 $22,284 - $27,116	-400 Reduced 12.33%	2,844 $186,000
Q3 2022 Nov 09, 2022	BUY	$55.54 - $66.76 $11,108 - $13,352	200 Added 6.57%	3,244 $181,000
Q2 2022 Jul 15, 2022	BUY	$61.48 - $74.59 $9,406 - $11,412	153 Added 5.29%	3,044 $190,000
Q1 2022 Apr 25, 2022	BUY	$66.84 - $79.66 $25,065 - $29,872	375 Added 14.9%	2,891 $212,000
Q4 2021 Feb 15, 2022	BUY	$76.4 - $81.83 $7,792 - $8,346	102 Added 4.23%	2,516 $197,000
Q2 2021 Jul 28, 2021	BUY	$76.86 - $81.95 $7,839 - $8,358	102 Added 4.41%	2,414 $190,000
Q4 2020 Jan 15, 2021	BUY	$61.39 - $73.52 $61 - $73	1 Added 0.04%	2,312 $168,000
Q2 2020 Jul 21, 2020	BUY	$50.9 - $64.65 $17,916 - $22,756	352 Added 17.97%	2,311 $140,000
Q1 2020 Apr 16, 2020	SELL	$46.5 - $70.38 $13,903 - $21,043	-299 Reduced 13.24%	1,959 $104,000
Q2 2019 Jul 24, 2019	SELL	$63.4 - $66.99 $9,953 - $10,517	-157 Reduced 6.5%	2,258 $148,000
Q4 2018 Feb 05, 2019	BUY	$56.89 - $68.07 $137,389 - $164,389	2,415 New	2,415 $141,000
Q3 2018 Nov 08, 2018	SELL	$65.43 - $68.98 $138,384 - $145,892	-2,115 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$66.35 - $71.9 $199 - $215	3 Added 0.14%	2,115 $0
Q4 2017 Feb 15, 2018	SELL	$68.42 - $70.8 $7,115 - $7,363	-104 Reduced 4.69%	2,112 $0
Q3 2017 Nov 13, 2017	BUY	$66.39 - $68.48 $17,593 - $18,147	265 Added 13.58%	2,216 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-4,803 Reduced 71.11%	1,951 $0
Q2 2017 Aug 15, 2017	BUY	N/A	6,754	6,754 $0

Others Institutions Holding EFA

# of Institutions

2,119

Shares Held

573M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
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Westside Investment Management, Inc. Ishares Tr Msci Eafe ETF Transaction History