Westside Investment Management, Inc. Ishares Tr U S Utils ETF Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 310 shares of IDU stock, worth $31,471. This represents 0.01% of its overall portfolio holdings.

Number of Shares
310
Previous 310 -0.0%
Holding current value
$31,471
Previous $31.6 Million 5.69%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$80.91 - $92.63 $4,045 - $4,631
50 Added 19.23%
310 $27.2 Million
Q4 2023

Jan 12, 2024
SELL
$70.39 - $82.51 $14,078 - $16,502
-200 Reduced 43.48%
260 $20.8 Million
Q1 2022

Apr 25, 2022
BUY
$79.56 - $91.11 $7,956 - $9,111
100 Added 27.78%
460 $41,000
Q4 2021

Feb 15, 2022
SELL
$79.02 - $88.43 $7,902 - $8,843
-100 Reduced 21.74%
360 $31,000
Q4 2020

Jan 15, 2021
BUY
$73.61 - $82.19 $16,930 - $18,903
230 Added 100.0%
460 $35,000
Q2 2020

Jul 21, 2020
SELL
$64.5 - $78.05 $2,580 - $3,122
-40 Reduced 14.81%
230 $16,000
Q1 2020

Apr 16, 2020
SELL
$56.5 - $88.53 $24,012 - $37,625
-425 Reduced 61.15%
270 $18,000
Q2 2019

Jul 24, 2019
BUY
$72.15 - $77.08 $14,430 - $15,416
200 Added 40.4%
695 $104,000
Q4 2018

Feb 05, 2019
BUY
$65.33 - $72.1 $32,338 - $35,689
495 New
495 $33,000
Q3 2018

Nov 08, 2018
SELL
$65.43 - $69.3 $32,780 - $34,719
-501 Closed
0 $0
Q2 2018

Aug 13, 2018
SELL
$61.72 - $66.07 $2,407 - $2,576
-39 Reduced 7.22%
501 $0
Q1 2018

Apr 16, 2018
BUY
$59.97 - $65.92 $3,058 - $3,361
51 Added 10.43%
540 $0
Q3 2017

Nov 13, 2017
BUY
$66.38 - $67.19 $3,385 - $3,426
51 Added 11.64%
489 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-812 Reduced 64.96%
438 $0
Q2 2017

Aug 15, 2017
BUY
N/A
1,250
1,250 $0

Others Institutions Holding IDU

# of Institutions
295
Shares Held
6.76M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

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