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 115,234 shares of IEFA stock, worth $8.29 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

115,234

Previous 111,962 2.92%

Holding current value

$8.29 Million

Previous $8.13 Billion 10.43%

% of portfolio

1.91%

Previous 1.86%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	BUY	$70.09 - $78.74 $229,334 - $257,637	3,272 Added 2.92%	115,234 $8.98 Billion
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $145,078 - $156,189	2,050 Added 1.87%	111,962 $8.13 Billion
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $182,410 - $199,249	2,677 Added 2.5%	109,912 $8.16 Billion
Q4 2023 Jan 12, 2024	BUY	$61.3 - $70.47 $148,836 - $171,101	2,428 Added 2.32%	107,235 $7.54 Billion
Q3 2023 Nov 15, 2023	SELL	$64.04 - $69.58 $960 - $1,043	-15 Reduced 0.01%	104,807 $6.74 Billion
Q2 2023 Jul 14, 2023	SELL	$66.03 - $69.1 $775,258 - $811,303	-11,741 Reduced 10.07%	104,822 $7.08 Billion
Q1 2023 May 17, 2023	BUY	$62.17 - $67.7 $30,028 - $32,699	483 Added 0.42%	116,563 $7.78 Billion
Q4 2022 Jan 31, 2023	BUY	$52.35 - $63.65 $232,800 - $283,051	4,447 Added 3.98%	116,080 $127 Million
Q3 2022 Nov 09, 2022	SELL	$52.32 - $63.1 $702,291 - $846,991	-13,423 Reduced 10.73%	111,633 $127 Million
Q2 2022 Jul 15, 2022	BUY	$57.91 - $70.46 $114,951 - $139,863	1,985 Added 1.61%	125,056 $7.36 Million
Q1 2022 Apr 25, 2022	BUY	$63.26 - $75.48 $407,457 - $486,166	6,441 Added 5.52%	123,071 $8.55 Million
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $349,571 - $375,658	4,831 Added 4.32%	116,630 $8.71 Million
Q3 2021 Oct 27, 2021	BUY	$72.98 - $78.2 $190,112 - $203,711	2,605 Added 2.39%	111,799 $8.3 Million
Q2 2021 Jul 28, 2021	BUY	$73.11 - $77.88 $686,868 - $731,682	9,395 Added 9.41%	109,194 $8.17 Million
Q1 2021 Apr 14, 2021	BUY	$68.58 - $73.12 $68,511 - $73,046	999 Added 1.01%	99,799 $7.19 Million
Q4 2020 Jan 15, 2021	SELL	$58.13 - $69.71 $150,382 - $180,339	-2,587 Reduced 2.55%	98,800 $6.83 Million
Q3 2020 Oct 14, 2020	BUY	$57.43 - $62.28 $86,891 - $94,229	1,513 Added 1.51%	101,387 $6.11 Million
Q2 2020 Jul 21, 2020	SELL	$47.43 - $60.75 $297,765 - $381,388	-6,278 Reduced 5.91%	99,874 $5.71 Million
Q1 2020 Apr 16, 2020	SELL	$43.31 - $66.12 $3 Million - $4.58 Million	-69,308 Reduced 39.5%	106,152 $5.3 Million
Q2 2019 Jul 24, 2019	SELL	$59.39 - $62.73 $138,735 - $146,537	-2,336 Reduced 1.31%	175,460 $185 Million
Q4 2018 Feb 05, 2019	SELL	$53.06 - $64.19 $11.7 Million - $14.2 Million	-220,989 Reduced 55.42%	177,796 $9.78 Million
Q3 2018 Nov 08, 2018	BUY	$61.82 - $65.16 $13.8 Million - $14.5 Million	222,426 Added 126.12%	398,785 $27.6 Billion
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $775,905 - $838,358	12,367 Added 7.54%	176,359 $0
Q1 2018 Apr 16, 2018	BUY	$64.18 - $70.84 $758,735 - $837,470	11,822 Added 7.77%	163,992 $0
Q4 2017 Feb 15, 2018	BUY	$64.09 - $66.44 $1.61 Million - $1.67 Million	25,079 Added 19.73%	152,170 $0
Q3 2017 Nov 13, 2017	BUY	$62.19 - $64.17 $826,878 - $853,204	13,296 Added 11.68%	127,091 $0
Q2 2017 Sep 14, 2017	BUY	N/A	39,866 Added 53.92%	113,795 $0
Q2 2017 Aug 15, 2017	BUY	N/A	73,929	73,929 $0

Others Institutions Holding IEFA

# of Institutions

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Westside Investment Management, Inc. Ishares Tr Transaction History