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 1,460 shares of IYJ stock, worth $189,624. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,460

Previous 1,460 -0.0%

Holding current value

$189,624

Previous $195 Million 0.11%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$100.31 - $109.74 $10,031 - $10,974	-100 Reduced 6.41%	1,460 $147 Million
Q2 2023 Jul 14, 2023	BUY	$96.6 - $106.04 $9,660 - $10,604	100 Added 6.85%	1,560 $165 Million
Q4 2022 Jan 31, 2023	BUY	$84.86 - $101.21 $16,972 - $20,242	200 Added 15.87%	1,460 $140,000
Q4 2020 Jan 15, 2021	BUY	$81.66 - $97.19 $39,196 - $46,651	480 Added 61.54%	1,260 $122,000
Q3 2020 Oct 14, 2020	SELL	$74.42 - $87.03 $7,442 - $8,703	-100 Reduced 11.36%	780 $65,000
Q2 2020 Jul 21, 2020	BUY	$58.74 - $81.28 $8,811 - $12,192	150 Added 20.55%	880 $66,000
Q2 2019 Jul 24, 2019	SELL	$73.79 - $79.44 $36,895 - $39,720	-500 Reduced 40.65%	730 $115,000
Q4 2018 Feb 05, 2019	SELL	$60.03 - $78.9 $917,198 - $1.21 Million	-15,279 Reduced 92.55%	1,230 $79,000
Q3 2018 Nov 08, 2018	BUY	$71.72 - $79.5 $1.09 Million - $1.21 Million	15,226 Added 1186.75%	16,509 $1.51 Billion
Q2 2018 Aug 13, 2018	SELL	$70.11 - $75.86 $3,435 - $3,717	-49 Reduced 3.68%	1,283 $0
Q1 2018 Apr 16, 2018	BUY	$70.82 - $79.05 $2,124 - $2,371	30 Added 2.3%	1,332 $0
Q3 2017 Nov 13, 2017	BUY	$68.93 - $69.27 $68 - $69	1 Added 0.08%	1,302 $0
Q2 2017 Sep 14, 2017	BUY	N/A	631 Added 94.18%	1,301 $0
Q2 2017 Aug 15, 2017	BUY	N/A	670	670 $0

Others Institutions Holding IYJ

# of Institutions

339

Shares Held

6.6M

Call Options Held

35.9K

Put Options Held

11.8K

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About ISHARES TR

Ticker IYJ
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Westside Investment Management, Inc. Ishares Tr Transaction History