Westside Investment Management, Inc. Ishares Core Total Usd Bond Ma Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Westside Investment Management, Inc. holds 118,715 shares of IUSB stock, worth $5.4 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

118,715

Previous 116,942 1.52%

Holding current value

$5.4 Million

Previous $5.33 Billion 0.74%

% of portfolio

1.23%

Previous 1.28%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$44.3 - $45.58 $78,543 - $80,813	1,773 Added 1.52%	118,715 $5.37 Billion
Q1 2024 Apr 19, 2024	BUY	$45.02 - $46.27 $43,669 - $44,881	970 Added 0.84%	116,942 $5.33 Billion
Q4 2023 Jan 12, 2024	BUY	$42.6 - $46.25 $27,690 - $30,062	650 Added 0.56%	115,972 $5.34 Billion
Q3 2023 Nov 15, 2023	SELL	$43.62 - $45.64 $37,077 - $38,794	-850 Reduced 0.73%	115,322 $5.04 Billion
Q2 2023 Jul 14, 2023	BUY	$45.12 - $46.45 $94,752 - $97,545	2,100 Added 1.84%	116,172 $5.28 Billion
Q1 2023 May 17, 2023	SELL	$44.68 - $46.69 $43,116 - $45,055	-965 Reduced 0.84%	114,072 $5.26 Billion
Q4 2022 Jan 31, 2023	SELL	$43.31 - $46.11 $478,878 - $509,838	-11,057 Reduced 8.77%	115,037 $219 Million
Q3 2022 Nov 09, 2022	SELL	$44.1 - $48.01 $477,162 - $519,468	-10,820 Reduced 7.9%	126,094 $221 Million
Q2 2022 Jul 15, 2022	BUY	$45.73 - $49.5 $409,420 - $443,173	8,953 Added 7.0%	136,914 $6.41 Million
Q1 2022 Apr 25, 2022	BUY	$49.13 - $52.58 $704,278 - $753,734	14,335 Added 12.62%	127,961 $6.35 Million
Q4 2021 Feb 15, 2022	BUY	$52.59 - $53.43 $843,543 - $857,017	16,040 Added 16.44%	113,626 $6.01 Million
Q3 2021 Oct 27, 2021	BUY	$53.21 - $53.97 $375,662 - $381,028	7,060 Added 7.8%	97,586 $5.2 Million
Q2 2021 Jul 28, 2021	BUY	$52.74 - $53.49 $360,741 - $365,871	6,840 Added 8.17%	90,526 $4.84 Million
Q1 2021 Apr 14, 2021	BUY	$52.55 - $54.49 $117,028 - $121,349	2,227 Added 2.73%	83,686 $4.41 Million
Q4 2020 Jan 15, 2021	BUY	$53.99 - $54.65 $135,352 - $137,007	2,507 Added 3.18%	81,459 $4.45 Million
Q3 2020 Oct 14, 2020	BUY	$54.22 - $55.13 $142,598 - $144,991	2,630 Added 3.45%	78,952 $4.29 Million
Q2 2020 Jul 21, 2020	BUY	$52.24 - $54.33 $47,016 - $48,897	900 Added 1.19%	76,322 $4.15 Million
Q1 2020 Apr 16, 2020	BUY	$48.96 - $54.34 $14,198 - $15,758	290 Added 0.39%	75,422 $3.96 Million
Q2 2019 Jul 24, 2019	SELL	$50.27 - $51.72 $54,392 - $55,961	-1,082 Reduced 1.42%	75,132 $104 Million
Q4 2018 Feb 05, 2019	BUY	$48.37 - $49.25 $3.59 Million - $3.66 Million	74,214 Added 3710.7%	76,214 $3.75 Million
Q3 2018 Nov 08, 2018	SELL	$48.98 - $49.6 $2.89 Million - $2.93 Million	-58,989 Reduced 96.72%	2,000 $97.1 Million
Q2 2018 Aug 13, 2018	BUY	$48.94 - $49.85 $533,935 - $543,863	10,910 Added 21.79%	60,989 $0
Q1 2018 Apr 16, 2018	BUY	$49.6 - $50.87 $1.31 Million - $1.34 Million	26,413 Added 111.61%	50,079 $0
Q4 2017 Feb 15, 2018	BUY	$50.62 - $51.14 $201,113 - $203,179	3,973 Added 20.17%	23,666 $0
Q3 2017 Nov 13, 2017	BUY	$51.08 - $51.22 $34,223 - $34,317	670 Added 3.52%	19,693 $0
Q2 2017 Sep 14, 2017	BUY	N/A	6,139 Added 47.65%	19,023 $0
Q2 2017 Aug 15, 2017	BUY	N/A	12,884	12,884 $0

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

Put Options Held

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Westside Investment Management, Inc. Ishares Core Total Usd Bond Ma Transaction History