Westside Investment Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Westside Investment Management, Inc. holds 8,022 shares of SUSA stock, worth $962,800. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,022
Previous 8,166 1.76%
Holding current value
$962,800
Previous $983 Million 0.77%
% of portfolio
0.21%
Previous 0.21%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$118.0 - $127.04 $16,992 - $18,293
-144 Reduced 1.76%
8,022 $975 Million
Q3 2024

Nov 20, 2024
SELL
$108.44 - $120.37 $90,872 - $100,870
-838 Reduced 9.31%
8,166 $983 Million
Q2 2024

Jul 17, 2024
SELL
$102.41 - $112.98 $26,729 - $29,487
-261 Reduced 2.82%
9,004 $1.01 Billion
Q1 2024

Apr 19, 2024
SELL
$98.48 - $109.17 $49,535 - $54,912
-503 Reduced 5.15%
9,265 $1.01 Billion
Q4 2023

Jan 12, 2024
SELL
$85.36 - $100.86 $15,450 - $18,255
-181 Reduced 1.82%
9,768 $982 Million
Q3 2023

Nov 15, 2023
SELL
$89.49 - $97.11 $7,159 - $7,768
-80 Reduced 0.8%
9,949 $895 Million
Q2 2023

Jul 14, 2023
BUY
$85.65 - $93.64 $3,939 - $4,307
46 Added 0.46%
10,029 $939 Million
Q1 2023

May 17, 2023
BUY
$81.64 - $90.01 $1,551 - $1,710
19 Added 0.19%
9,983 $876 Million
Q4 2022

Jan 31, 2023
BUY
$75.77 - $88.09 $151 - $176
2 Added 0.02%
9,964 $820,000
Q3 2022

Nov 09, 2022
BUY
$75.91 - $92.66 $13,284 - $16,215
175 Added 1.79%
9,962 $756,000
Q2 2022

Jul 15, 2022
SELL
$78.1 - $97.98 $57,793 - $72,505
-740 Reduced 7.03%
9,787 $0
Q1 2022

Apr 25, 2022
SELL
$89.45 - $106.35 $154,301 - $183,453
-1,725 Reduced 14.08%
10,527 $0
Q4 2021

Feb 15, 2022
SELL
$95.76 - $106.67 $28,728 - $32,001
-300 Reduced 2.39%
12,252 $0
Q3 2021

Oct 27, 2021
SELL
$94.69 - $101.93 $80,675 - $86,844
-852 Reduced 6.36%
12,552 $0
Q2 2021

Jul 28, 2021
BUY
$88.83 - $95.54 $2,309 - $2,484
26 Added 0.19%
13,404 $0
Q1 2021

Apr 14, 2021
SELL
$81.34 - $87.82 $64,665 - $69,816
-795 Reduced 5.61%
13,378 $0
Q4 2020

Jan 15, 2021
BUY
$72.19 - $82.34 $482,012 - $549,784
6,677 Added 89.07%
14,173 $0
Q3 2020

Oct 14, 2020
SELL
$67.13 - $78.5 $3,960 - $4,631
-59 Reduced 0.78%
7,496 $0
Q2 2020

Jul 21, 2020
SELL
$52.49 - $69.03 $13,174 - $17,326
-251 Reduced 3.22%
7,555 $0
Q1 2020

Apr 16, 2020
BUY
$47.53 - $70.87 $41,208 - $61,444
867 Added 12.49%
7,806 $0
Q2 2019

Jul 24, 2019
BUY
N/A
2,111 Added 43.72%
6,939 $845,000
Q4 2018

Feb 05, 2019
BUY
N/A
4,828 New
4,828 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-3,807 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
970 Added 34.19%
3,807 $0
Q1 2018

Apr 16, 2018
BUY
N/A
361 Added 14.58%
2,837 $0
Q4 2017

Feb 15, 2018
BUY
N/A
269 Added 12.19%
2,476 $0
Q3 2017

Nov 13, 2017
BUY
N/A
472 Added 27.2%
2,207 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-1,122 Reduced 39.27%
1,735 $0
Q2 2017

Aug 15, 2017
BUY
N/A
2,857
2,857 $0

Others Institutions Holding SUSA

# of Institutions
524
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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