Westside Investment Management, Inc. Ishares Barclays Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Westside Investment Management, Inc. holds 4,375 shares of IEF stock, worth $405,168. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,375

Previous 4,218 3.72%

Holding current value

$405,168

Previous $395 Million 8.69%

% of portfolio

0.09%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	BUY	$92.67 - $99.14 $14,549 - $15,564	157 Added 3.72%	4,375 $429 Million
Q2 2024 Jul 17, 2024	SELL	$91.24 - $94.6 $15,237 - $15,798	-167 Reduced 3.81%	4,218 $395 Million
Q1 2024 Apr 19, 2024	SELL	$93.54 - $96.82 $33,300 - $34,467	-356 Reduced 7.51%	4,385 $415 Million
Q4 2023 Jan 12, 2024	SELL	$88.95 - $97.0 $3,202 - $3,492	-36 Reduced 0.75%	4,741 $457 Million
Q3 2023 Nov 15, 2023	SELL	$91.32 - $97.13 $29,131 - $30,984	-319 Reduced 6.26%	4,777 $438 Million
Q2 2023 Jul 14, 2023	BUY	$96.39 - $100.48 $481 - $502	5 Added 0.1%	5,096 $492 Million
Q1 2023 May 17, 2023	BUY	$94.41 - $100.02 $377 - $400	4 Added 0.08%	5,091 $505 Million
Q4 2022 Jan 31, 2023	BUY	$92.93 - $99.14 $84,008 - $89,622	904 Added 21.61%	5,087 $487,000
Q3 2022 Nov 09, 2022	SELL	$94.56 - $105.6 $9,266 - $10,348	-98 Reduced 2.29%	4,183 $401,000
Q2 2022 Jul 15, 2022	BUY	$98.15 - $106.65 $98 - $106	1 Added 0.02%	4,281 $437,000
Q1 2022 Apr 25, 2022	BUY	$106.08 - $113.93 $10,714 - $11,506	101 Added 2.42%	4,280 $459,000
Q4 2021 Feb 15, 2022	BUY	$113.55 - $116.36 $11,468 - $11,752	101 Added 2.48%	4,179 $480,000
Q3 2021 Oct 27, 2021	BUY	$114.96 - $118.18 $114 - $118	1 Added 0.02%	4,078 $469,000
Q2 2021 Jul 28, 2021	BUY	$113.04 - $115.78 $82,067 - $84,056	726 Added 21.67%	4,077 $470,000
Q1 2021 Apr 14, 2021	BUY	$112.93 - $119.98 $46,865 - $49,791	415 Added 14.13%	3,351 $378,000
Q4 2020 Jan 15, 2021	BUY	$119.27 - $121.81 $119 - $121	1 Added 0.03%	2,936 $352,000
Q3 2020 Oct 14, 2020	BUY	$121.18 - $123.06 $60,711 - $61,653	501 Added 20.58%	2,935 $357,000
Q2 2020 Jul 21, 2020	BUY	$119.77 - $122.41 $11,977 - $12,241	100 Added 4.28%	2,434 $296,000
Q1 2020 Apr 16, 2020	BUY	$110.73 - $121.48 $6,533 - $7,167	59 Added 2.59%	2,334 $283,000
Q2 2019 Jul 24, 2019	BUY	$105.05 - $110.09 $36,452 - $38,201	347 Added 18.0%	2,275 $250,000
Q4 2018 Feb 05, 2019	BUY	$99.72 - $104.2 $199 - $208	2 Added 0.1%	1,928 $200,000
Q3 2018 Nov 08, 2018	BUY	$100.79 - $102.89 $194,121 - $198,166	1,926 New	1,926 $194 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Westside Investment Management, Inc. Ishares Barclays Transaction History