Golden State Wealth Management, LLC Ishares Msci Acwi ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 25,062 shares of ACWI stock, worth $3.07 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

25,062

Previous 14,973 67.38%

Holding current value

$3.07 Million

Previous $1.49 Million 197010.98%

% of portfolio

0.44%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$117.05 - $123.03 $1.18 Million - $1.24 Million	10,089 Added 67.38%	25,062 $2.94 Billion
Q1 2022 May 19, 2022	BUY	$92.11 - $106.34 $130,151 - $150,258	1,413 Added 10.42%	14,973 $1.49 Million
Q1 2022 May 16, 2022	SELL	$92.11 - $106.34 $115,413 - $133,244	-1,253 Reduced 8.46%	13,560 $1.29 Million
Q4 2021 Feb 14, 2022	BUY	$99.52 - $107.23 $14,529 - $15,655	146 Added 1.0%	14,813 $1.57 Million
Q3 2021 Nov 15, 2021	BUY	$99.44 - $105.29 $100,334 - $106,237	1,009 Added 7.39%	14,667 $1.47 Million
Q2 2021 Aug 12, 2021	BUY	$96.39 - $101.59 $9,446 - $9,955	98 Added 0.72%	13,658 $1.38 Million
Q1 2021 May 14, 2021	BUY	$90.22 - $96.52 $9,833 - $10,520	109 Added 0.81%	13,560 $1.29 Million
Q4 2020 Jan 28, 2021	BUY	$78.14 - $90.72 $110,724 - $128,550	1,417 Added 11.77%	13,451 $1.22 Million
Q3 2020 Nov 12, 2020	BUY	$74.27 - $84.01 $893,765 - $1.01 Million	12,034 New	12,034 $962,000
Q2 2020 Aug 11, 2020	SELL	$59.7 - $77.34 $714,429 - $925,527	-11,967 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$54.33 - $81.73 $650,167 - $978,062	11,967 New	11,967 $749,000

Others Institutions Holding ACWI

# of Institutions

767

Shares Held

77.3M

Call Options Held

1.75M

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

Golden State Wealth Management, LLC Ishares Msci Acwi ETF Transaction History