Westside Investment Management, Inc. Ishares Core S&P 500 ETF Transaction History

Westside Investment Management, Inc.

$625 Billion
Q4 2025

A detailed history of Westside Investment Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 928 shares of IVV stock, worth $626,687. This represents 0.1% of its overall portfolio holdings.

Number of Shares

928

Previous 849 9.31%

Holding current value

$626,687

Previous $569 Million 11.87%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$656.2 - $690.71 $51,839 - $54,566	79 Added 9.31%	928 $636 Million
Q1 2025 Apr 25, 2025	BUY	$554.06 - $615.85 $10,527 - $11,701	19 Added 2.29%	849 $477 Million
Q4 2024 Jan 17, 2025	BUY	$570.51 - $610.59 $111,819 - $119,675	196 Added 30.91%	830 $489 Million
Q1 2024 Apr 19, 2024	BUY	$469.56 - $525.73 $29,112 - $32,595	62 Added 10.84%	634 $333 Million
Q1 2023 May 17, 2023	SELL	$381.13 - $418.66 $4,573 - $5,023	-12 Reduced 2.05%	572 $235 Million

Q4 2022 Jan 31, 2023	BUY	$357.98 - $409.32 $115,269 - $131,801	322 Added 122.9%	584 $224,000
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $41,962 - $50,548	117 Added 80.69%	262 $94,000
Q2 2022 Jul 15, 2022	BUY	$366.99 - $458.8 $42,937 - $53,679	117 Added 417.86%	145 $54,000
Q4 2021 Feb 15, 2022	BUY	$430.29 - $479.53 $430 - $479	1 Added 3.7%	28 $13,000
Q1 2020 Apr 16, 2020	BUY	$224.65 - $339.88 $224 - $339	1 Added 3.85%	27 $6,000
Q4 2018 Feb 05, 2019	BUY	$236.09 - $293.95 $6,138 - $7,642	26 New	26 $6,000
Q3 2018 Nov 08, 2018	SELL	$272.73 - $295.76 $7,090 - $7,689	-26 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	$253.97 - $271.47 $253 - $271	1 Added 4.0%	26 $0
Q2 2017 Aug 15, 2017	BUY	N/A	25	25 $0

Others Institutions Holding IVV

# of Institutions

4,184

Shares Held

798M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

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.

Account

Westside Investment Management, Inc. Ishares Core S&P 500 ETF Transaction History