A detailed history of Westside Investment Management, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Westside Investment Management, Inc. holds 223 shares of ILCB stock, worth $18,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares
223
Previous 222 0.45%
Holding current value
$18,103
Previous $16.1 Million 4.01%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$68.51 - $75.47 $68 - $75
1 Added 0.45%
223 $16.8 Million
Q1 2024

Apr 19, 2024

BUY
$64.54 - $72.47 $64 - $72
1 Added 0.45%
222 $16.1 Million
Q4 2023

Jan 12, 2024

BUY
$56.59 - $65.96 $56 - $65
1 Added 0.45%
221 $14.6 Million
Q1 2023

May 17, 2023

BUY
$52.17 - $57.5 $11,477 - $12,650
220 New
220 $12.4 Million

Others Institutions Holding ILCB

About ISHARES MORNINGSTAR U.S. EQUIT


  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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.