Westside Investment Management, Inc. Ishares Tr Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 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 590 shares of IYH stock, worth $35,748. This represents 0.01% of its overall portfolio holdings.

Number of Shares

590

Previous 589 0.17%

Holding current value

$35,748

Previous $38.3 Million 10.27%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$57.53 - $65.24 $57 - $65	1 Added 0.17%	590 $34.4 Million
Q3 2024 Nov 20, 2024	SELL	$60.29 - $66.38 $3,135 - $3,451	-52 Reduced 8.11%	589 $38.3 Million
Q1 2024 Apr 19, 2024	BUY	$60.83 - $309.78 $31,814 - $162,014	523 Added 443.22%	641 $39.7 Million
Q4 2023 Jan 12, 2024	SELL	$257.23 - $286.28 $20,321 - $22,616	-79 Reduced 40.1%	118 $33.8 Million
Q3 2023 Nov 15, 2023	SELL	$270.07 - $286.44 $6,751 - $7,161	-25 Reduced 11.26%	197 $53.4 Million
Q1 2023 May 17, 2023	BUY	$260.66 - $283.72 $5,213 - $5,674	20 Added 9.9%	222 $60.8 Million
Q3 2022 Nov 09, 2022	BUY	$50.54 - $281.89 $50 - $281	1 Added 0.5%	202 $51,000
Q2 2022 Jul 15, 2022	BUY	$249.77 - $300.0 $12,488 - $15,000	50 Added 33.11%	201 $54,000
Q3 2021 Oct 27, 2021	BUY	$275.57 - $296.34 $275 - $296	1 Added 0.67%	151 $41,000
Q3 2020 Oct 14, 2020	BUY	$217.29 - $234.25 $5,649 - $6,090	26 Added 20.97%	150 $34,000
Q2 2020 Jul 21, 2020	SELL	$180.66 - $222.47 $9,033 - $11,123	-50 Reduced 28.74%	124 $26,000
Q1 2020 Apr 16, 2020	SELL	$158.63 - $221.56 $657,362 - $918,144	-4,144 Reduced 95.97%	174 $32,000
Q2 2019 Jul 24, 2019	BUY	$180.7 - $197.36 $21,864 - $23,880	121 Added 2.88%	4,318 $843,000
Q4 2018 Feb 05, 2019	BUY	$170.02 - $204.02 $713,573 - $856,271	4,197 New	4,197 $758,000
Q3 2018 Nov 08, 2018	SELL	$178.76 - $202.9 $577,931 - $655,975	-3,233 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$168.2 - $183.1 $37,845 - $41,197	225 Added 7.48%	3,233 $0
Q1 2018 Apr 16, 2018	SELL	$169.12 - $192.78 $7,610 - $8,675	-45 Reduced 1.47%	3,008 $0
Q4 2017 Feb 15, 2018	SELL	$170.03 - $176.73 $48,118 - $50,014	-283 Reduced 8.48%	3,053 $0
Q3 2017 Nov 13, 2017	BUY	$170.7 - $171.86 $40,968 - $41,246	240 Added 7.75%	3,336 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-9,374 Reduced 75.17%	3,096 $0
Q2 2017 Aug 15, 2017	BUY	N/A	12,470	12,470 $0

Others Institutions Holding IYH

# of Institutions

551

Shares Held

24.3M

Call Options Held

5.3K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

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.

Account

Westside Investment Management, Inc. Ishares Tr Transaction History