Westside Investment Management, Inc. Ishares Core S&P 500 ETF Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 634 shares of IVV stock, worth $383,164. This represents 0.08% of its overall portfolio holdings.

Number of Shares

634

Previous 634 -0.0%

Holding current value

$383,164

Previous $347 Million 5.39%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$469.56 - $525.73 $29,112 - $32,595	62 Added 10.84%	634 $333 Million
Q1 2023 May 17, 2023	SELL	$381.13 - $418.66 $4,573 - $5,023	-12 Reduced 2.05%	572 $235 Million
Q4 2022 Jan 31, 2023	BUY	$357.98 - $409.32 $115,269 - $131,801	322 Added 122.9%	584 $224,000
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $41,962 - $50,548	117 Added 80.69%	262 $94,000
Q2 2022 Jul 15, 2022	BUY	$366.99 - $458.8 $42,937 - $53,679	117 Added 417.86%	145 $54,000
Q4 2021 Feb 15, 2022	BUY	$430.29 - $479.53 $430 - $479	1 Added 3.7%	28 $13,000
Q1 2020 Apr 16, 2020	BUY	$224.65 - $339.88 $224 - $339	1 Added 3.85%	27 $6,000
Q4 2018 Feb 05, 2019	BUY	$236.09 - $293.95 $6,138 - $7,642	26 New	26 $6,000
Q3 2018 Nov 08, 2018	SELL	$272.73 - $295.76 $7,090 - $7,689	-26 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	$253.97 - $271.47 $253 - $271	1 Added 4.0%	26 $0
Q2 2017 Aug 15, 2017	BUY	N/A	25	25 $0

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Westside Investment Management, Inc. Ishares Core S&P 500 ETF Transaction History