Westside Investment Management, Inc. Ishares Tr Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 420 shares of IYF stock, worth $52,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
420
Previous 395 6.33%
Holding current value
$52,756
Previous $44.6 Million 14.0%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$99.23 - $120.99 $2,480 - $3,024
25 Added 6.33%
420 $50.8 Million
Q1 2025

Apr 25, 2025
BUY
$107.69 - $119.37 $2,153 - $2,387
20 Added 5.33%
395 $44.6 Million
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
506
Shares Held
19.7M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email