A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,150 shares of IDV stock, worth $31,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,150
Previous 1,150 -0.0%
Holding current value
$31,234
Previous $31.8 Million 5.37%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$26.95 - $28.13 $18,865 - $19,691
700 Added 155.56%
1,150 $32.2 Million
Q3 2023

Nov 15, 2023

SELL
$25.3 - $27.59 $3,744 - $4,083
-148 Reduced 24.75%
450 $11.4 Million
Q3 2020

Oct 14, 2020

BUY
$24.68 - $26.95 $2,468 - $2,695
100 Added 20.08%
598 $0
Q4 2018

Feb 05, 2019

SELL
N/A
-100 Reduced 16.72%
498 $0
Q3 2018

Nov 08, 2018

BUY
N/A
100 Added 20.08%
598 $19.1 Million
Q4 2017

Feb 15, 2018

BUY
N/A
200 Added 67.11%
498 $0
Q2 2017

Sep 14, 2017

SELL
N/A
-653 Reduced 68.66%
298 $0
Q2 2017

Aug 15, 2017

BUY
N/A
951
951 $0

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.