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 $36,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares

590

Previous 589 0.17%

Holding current value

$36,526

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

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

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Westside Investment Management, Inc. Ishares Tr Transaction History