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 375 shares of IYF stock, worth $43,095. This represents 0.01% of its overall portfolio holdings.

Number of Shares

375

Previous 375 -0.0%

Holding current value

$43,095

Previous $35.5 Million 9.87%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$83.91 - $95.65 $7,635 - $8,704	-91 Reduced 19.53%	375 $35.9 Million
Q1 2023 May 17, 2023	BUY	$68.23 - $82.05 $68 - $82	1 Added 0.22%	466 $33.2 Million
Q4 2022 Jan 31, 2023	BUY	$67.64 - $80.38 $5,073 - $6,028	75 Added 19.23%	465 $35,000
Q1 2022 Apr 25, 2022	BUY	$78.62 - $91.32 $7,862 - $9,132	100 Added 34.48%	390 $0
Q4 2021 Feb 15, 2022	BUY	$83.02 - $90.24 $7,471 - $8,121	90 Added 45.0%	290 $0
Q4 2020 Jan 15, 2021	BUY	$55.06 - $66.77 $5,506 - $6,677	100 Added 100.0%	200 $0
Q4 2018 Feb 05, 2019	BUY	N/A	100 New	100 $0
Q3 2018 Nov 08, 2018	SELL	N/A	-100 Closed	0 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-615 Reduced 86.01%	100 $0
Q2 2017 Aug 15, 2017	BUY	N/A	715	715 $0

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Westside Investment Management, Inc. Ishares Tr Transaction History