Westside Investment Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 344 shares of IWD stock, worth $66,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares

344

Previous 744 53.76%

Holding current value

$66,708

Previous $130 Million 49.7%

% of portfolio

0.01%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	SELL	$173.36 - $189.8 $69,344 - $75,920	-400 Reduced 53.76%	344 $65.3 Million
Q2 2024 Jul 17, 2024	BUY	$169.4 - $179.05 $58,273 - $61,593	344 Added 86.0%	744 $130 Million
Q1 2021 Apr 14, 2021	SELL	$134.89 - $153.0 $1,214 - $1,377	-9 Reduced 2.2%	400 $0
Q1 2020 Apr 16, 2020	SELL	$85.17 - $138.52 $42,244 - $68,705	-496 Reduced 54.81%	409 $0
Q2 2019 Jul 24, 2019	BUY	N/A	274 Added 43.42%	905 $115,000
Q4 2018 Feb 05, 2019	BUY	N/A	631 New	631 $0
Q3 2018 Nov 08, 2018	SELL	N/A	-631 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	N/A	-492 Reduced 43.81%	631 $0
Q1 2018 Apr 16, 2018	BUY	N/A	321 Added 40.02%	1,123 $0
Q3 2017 Nov 13, 2017	BUY	N/A	29 Added 3.75%	802 $0
Q2 2017 Sep 14, 2017	BUY	N/A	603 Added 354.71%	773 $0
Q2 2017 Aug 15, 2017	BUY	N/A	170	170 $0

Others Institutions Holding IWD

# of Institutions

1,714

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Westside Investment Management, Inc. Ishares Russell 1000 Val ETF Transaction History