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 338 shares of ITA stock, worth $53,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares

338

Previous 14,889 97.73%

Holding current value

$53,140

Previous $1.65 Million 2878.24%

% of portfolio

0.01%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$144.31 - $157.31 $2.1 Million - $2.29 Million	-14,551 Reduced 97.73%	338 $49.1 Million
Q1 2022 May 19, 2022	BUY	$98.82 - $112.95 $1.47 Million - $1.68 Million	14,889 New	14,889 $1.65 Million
Q1 2022 May 16, 2022	SELL	$98.82 - $112.95 $467,023 - $533,801	-4,726 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$95.53 - $108.96 $15,284 - $17,433	-160 Reduced 3.27%	4,726 $486,000
Q3 2021 Nov 15, 2021	BUY	$100.96 - $110.33 $56,436 - $61,674	559 Added 12.92%	4,886 $509,000
Q2 2021 Aug 12, 2021	BUY	$102.24 - $112.9 $442,392 - $488,518	4,327 New	4,327 $474,000
Q2 2020 Aug 11, 2020	SELL	$67.92 - $96.92 $44,080 - $62,901	-649 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$58.76 - $119.9 $38,135 - $77,815	649 New	649 $93,000

Others Institutions Holding ITA

# of Institutions

724

Shares Held

18.7M

Call Options Held

315K

Put Options Held

178K

View Full List

About ISHARES TR

Ticker ITA
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Golden State Wealth Management, LLC Ishares Tr Transaction History