Westside Investment Management, Inc. Ishares Tr Us Telecommunicatio Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Westside Investment Management, Inc. holds 75 shares of IYZ stock, worth $2,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 75 -0.0%

Holding current value

$2,125

Previous $1.9 Million 6.17%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$21.07 - $22.86 $4,740 - $5,143	-225 Reduced 75.0%	75 $1.6 Million
Q1 2023 May 17, 2023	SELL	$22.0 - $25.14 $3,630 - $4,148	-165 Reduced 35.48%	300 $6.95 Million
Q3 2021 Oct 27, 2021	BUY	$32.45 - $34.78 $9,735 - $10,434	300 Added 181.82%	465 $15,000
Q2 2021 Jul 28, 2021	BUY	$32.49 - $33.93 $3,249 - $3,393	100 Added 153.85%	165 $5,000
Q1 2020 Apr 16, 2020	SELL	$22.65 - $30.78 $3,397 - $4,617	-150 Reduced 69.77%	65 $1,000
Q4 2018 Feb 05, 2019	BUY	$24.71 - $29.79 $5,312 - $6,404	215 New	215 $5,000
Q3 2018 Nov 08, 2018	SELL	$27.56 - $30.08 $5,925 - $6,467	-215 Closed	0 $0
Q2 2017 Sep 14, 2017	BUY	N/A	140 Added 186.67%	215 $0
Q2 2017 Aug 15, 2017	BUY	N/A	75	75 $0

Others Institutions Holding IYZ

# of Institutions

129

Shares Held

8.46M

Call Options Held

60.4K

Put Options Held

View Full List

About ISHARES TR US TELECOMMUNICATIO

Ticker IYZ
Sector ETFs
Industry ETFs

More about IYZ

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 Tr Us Telecommunicatio Transaction History