Westside Investment Management, Inc. Ishares Barclays 20+ Year Trea Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Westside Investment Management, Inc. holds 16,953 shares of TLT stock, worth $1.53 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

16,953

Previous 16,920 0.2%

Holding current value

$1.53 Million

Previous $1.55 Billion 7.09%

% of portfolio

0.35%

Previous 0.36%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	BUY	$89.91 - $101.33 $2,967 - $3,343	33 Added 0.2%	16,953 $1.66 Billion
Q2 2024 Jul 17, 2024	BUY	$87.78 - $94.67 $49,332 - $53,204	562 Added 3.44%	16,920 $1.55 Billion
Q1 2024 Apr 19, 2024	SELL	$92.18 - $98.72 $15,025 - $16,091	-163 Reduced 0.99%	16,358 $1.55 Billion
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $23,010 - $27,941	278 Added 1.71%	16,521 $1.63 Billion
Q3 2023 Nov 15, 2023	BUY	$88.41 - $102.95 $162,851 - $189,633	1,842 Added 12.79%	16,243 $1.44 Billion
Q2 2023 Jul 14, 2023	BUY	$100.28 - $108.53 $22,161 - $23,985	221 Added 1.56%	14,401 $1.48 Billion
Q1 2023 May 17, 2023	BUY	$99.48 - $108.63 $90,626 - $98,961	911 Added 6.87%	14,180 $1.51 Billion
Q4 2022 Jan 31, 2023	BUY	$92.4 - $109.47 $87,964 - $104,215	952 Added 7.73%	13,269 $1.32 Million
Q3 2022 Nov 09, 2022	BUY	$100.95 - $120.04 $7,369 - $8,762	73 Added 0.6%	12,317 $1.26 Million
Q2 2022 Jul 15, 2022	SELL	$108.81 - $132.38 $131,551 - $160,047	-1,209 Reduced 8.99%	12,244 $1.41 Million
Q1 2022 Apr 25, 2022	SELL	$128.66 - $144.3 $15,696 - $17,604	-122 Reduced 0.9%	13,453 $1.78 Million
Q4 2021 Feb 15, 2022	SELL	$141.52 - $154.35 $198,694 - $216,707	-1,404 Reduced 9.37%	13,575 $2.01 Million
Q3 2021 Oct 27, 2021	BUY	$144.09 - $151.79 $62,535 - $65,876	434 Added 2.98%	14,979 $2.16 Million
Q2 2021 Jul 28, 2021	SELL	$135.6 - $145.73 $1,356 - $1,457	-10 Reduced 0.07%	14,545 $2.1 Million
Q1 2021 Apr 14, 2021	BUY	$133.92 - $157.54 $76,870 - $90,427	574 Added 4.11%	14,555 $1.97 Million
Q4 2020 Jan 15, 2021	BUY	$155.16 - $163.36 $187,433 - $197,338	1,208 Added 9.46%	13,981 $2.21 Million
Q3 2020 Oct 14, 2020	BUY	$161.12 - $171.57 $43,663 - $46,495	271 Added 2.17%	12,773 $2.09 Million
Q2 2020 Jul 21, 2020	BUY	$156.11 - $171.29 $51,984 - $57,039	333 Added 2.74%	12,502 $2.05 Million
Q1 2020 Apr 16, 2020	SELL	$136.74 - $171.29 $890,040 - $1.11 Million	-6,509 Reduced 34.85%	12,169 $2.01 Million
Q2 2019 Jul 24, 2019	BUY	$122.21 - $132.9 $243,686 - $265,002	1,994 Added 11.95%	18,678 $2.48 Million
Q4 2018 Feb 05, 2019	BUY	$112.0 - $121.51 $336 - $364	3 Added 0.02%	16,684 $2.03 Million
Q3 2018 Nov 08, 2018	BUY	$116.61 - $122.75 $346,798 - $365,058	2,974 Added 21.7%	16,681 $1.94 Billion
Q2 2018 Aug 13, 2018	BUY	$116.21 - $122.24 $186,400 - $196,072	1,604 Added 13.25%	13,707 $0
Q1 2018 Apr 16, 2018	SELL	$116.74 - $126.09 $13,892 - $15,004	-119 Reduced 0.97%	12,103 $0
Q4 2017 Feb 15, 2018	BUY	$122.43 - $128.35 $370,350 - $388,258	3,025 Added 32.89%	12,222 $0
Q3 2017 Nov 13, 2017	SELL	$124.48 - $129.28 $24,896 - $25,856	-200 Reduced 2.13%	9,197 $0
Q2 2017 Aug 15, 2017	BUY	N/A	9,397	9,397 $0

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Westside Investment Management, Inc. Ishares Barclays 20+ Year Trea Transaction History