Westside Investment Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Westside Investment Management, Inc. holds 30,267 shares of SHY stock, worth $2.48 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

30,267

Previous 30,308 0.14%

Holding current value

$2.48 Million

Previous $2.48 Billion 0.29%

% of portfolio

0.57%

Previous 0.59%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$81.05 - $81.66 $3,323 - $3,348	-41 Reduced 0.14%	30,267 $2.47 Billion
Q1 2024 Apr 19, 2024	BUY	$81.49 - $82.34 $34,144 - $34,500	419 Added 1.4%	30,308 $2.48 Billion
Q4 2023 Jan 12, 2024	BUY	$80.62 - $82.04 $80,942 - $82,368	1,004 Added 3.48%	29,889 $2.45 Billion
Q3 2023 Nov 15, 2023	BUY	$80.71 - $81.38 $25,181 - $25,390	312 Added 1.09%	28,885 $2.34 Billion
Q2 2023 Jul 14, 2023	SELL	$81.05 - $82.41 $81,212 - $82,574	-1,002 Reduced 3.39%	28,573 $2.32 Billion
Q1 2023 May 17, 2023	BUY	$80.51 - $82.52 $22,301 - $22,858	277 Added 0.95%	29,575 $2.43 Billion
Q4 2022 Jan 31, 2023	SELL	$80.6 - $81.52 $41,347 - $41,819	-513 Reduced 1.72%	29,298 $2.38 Million
Q3 2022 Nov 09, 2022	SELL	$81.04 - $83.06 $75,124 - $76,996	-927 Reduced 3.02%	29,811 $2.42 Million
Q2 2022 Jul 15, 2022	BUY	$81.97 - $83.48 $82,871 - $84,398	1,011 Added 3.4%	30,738 $2.54 Million
Q1 2022 Apr 25, 2022	BUY	$83.25 - $85.49 $191,058 - $196,199	2,295 Added 8.37%	29,727 $2.48 Million
Q4 2021 Feb 15, 2022	BUY	$85.5 - $86.18 $23,170 - $23,354	271 Added 1.0%	27,432 $2.35 Million
Q3 2021 Oct 27, 2021	SELL	$86.09 - $86.31 $72,659 - $72,845	-844 Reduced 3.01%	27,161 $2.34 Million
Q2 2021 Jul 28, 2021	BUY	$86.11 - $86.32 $257,641 - $258,269	2,992 Added 11.96%	28,005 $2.41 Million
Q1 2021 Apr 14, 2021	SELL	$86.21 - $86.4 $95,003 - $95,212	-1,102 Reduced 4.22%	25,013 $2.16 Million
Q4 2020 Jan 15, 2021	BUY	$86.32 - $86.46 $32,369 - $32,422	375 Added 1.46%	26,115 $2.26 Million
Q3 2020 Oct 14, 2020	BUY	$86.46 - $86.63 $108,074 - $108,287	1,250 Added 5.1%	25,740 $2.23 Million
Q2 2020 Jul 21, 2020	SELL	$86.48 - $86.8 $17,296 - $17,360	-200 Reduced 0.81%	24,490 $2.12 Million
Q1 2020 Apr 16, 2020	SELL	$84.67 - $86.69 $399,811 - $409,350	-4,722 Reduced 16.05%	24,690 $2.14 Million
Q2 2019 Jul 24, 2019	BUY	$83.84 - $84.81 $35,715 - $36,129	426 Added 1.47%	29,412 $2.49 Million
Q4 2018 Feb 05, 2019	SELL	$82.85 - $83.62 $557,580 - $562,762	-6,730 Reduced 18.84%	28,986 $2.42 Million
Q3 2018 Nov 08, 2018	BUY	$83.02 - $83.34 $519,124 - $521,125	6,253 Added 21.22%	35,716 $2.73 Billion
Q2 2018 Aug 13, 2018	SELL	$83.11 - $83.6 $103,887 - $104,500	-1,250 Reduced 4.07%	29,463 $0
Q1 2018 Apr 16, 2018	SELL	$83.38 - $83.82 $15,842 - $15,925	-190 Reduced 0.61%	30,713 $0
Q4 2017 Feb 15, 2018	BUY	$83.78 - $84.55 $47,922 - $48,362	572 Added 1.89%	30,903 $0
Q3 2017 Nov 13, 2017	BUY	$84.45 - $84.47 $200,568 - $200,616	2,375 Added 8.5%	30,331 $0
Q2 2017 Aug 15, 2017	BUY	N/A	27,956	27,956 $0

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Westside Investment Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History