Golden State Wealth Management, LLC Ishares Tr Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,712 shares of DVY stock, worth $230,520. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,712
Previous 1,878 8.84%
Holding current value
$230,520
Previous $241,000 93179.67%
% of portfolio
0.03%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$129.55 - $143.41 $21,505 - $23,806
-166 Reduced 8.84%
1,712 $225 Million
Q1 2022

May 19, 2022
BUY
$119.99 - $129.75 $11,639 - $12,585
97 Added 5.45%
1,878 $241,000
Q1 2022

May 16, 2022
SELL
$119.99 - $129.75 $11,639 - $12,585
-97 Reduced 5.17%
1,781 $203,000
Q4 2021

Feb 14, 2022
SELL
$114.37 - $122.59 $14,067 - $15,078
-123 Reduced 6.15%
1,878 $230,000
Q3 2021

Nov 15, 2021
SELL
$112.53 - $119.9 $2,813 - $2,997
-25 Reduced 1.23%
2,001 $230,000
Q2 2021

Aug 12, 2021
BUY
$114.14 - $123.06 $27,964 - $30,149
245 Added 13.76%
2,026 $236,000
Q1 2021

May 14, 2021
BUY
$94.76 - $115.39 $168,767 - $205,509
1,781 New
1,781 $203,000
Q4 2020

Jan 28, 2021
SELL
$81.33 - $97.54 $149,321 - $179,083
-1,836 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$77.43 - $86.72 $142,161 - $159,217
1,836 New
1,836 $150,000
Q2 2020

Aug 11, 2020
SELL
$69.37 - $91.69 $171,343 - $226,474
-2,470 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$62.67 - $107.3 $154,794 - $265,031
2,470 New
2,470 $182,000

Others Institutions Holding DVY

# of Institutions
1,381
Shares Held
66.8M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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