Golden State Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 13,074 shares of IVW stock, worth $1.37 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,074

Previous 3,477 276.01%

Holding current value

$1.37 Million

Previous $266,000 498946.99%

% of portfolio

0.2%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$94.43 - $105.47 $906,244 - $1.01 Million	9,597 Added 276.01%	13,074 $1.33 Billion
Q1 2022 May 19, 2022	SELL	$68.33 - $84.32 $7,994 - $9,865	-117 Reduced 3.26%	3,477 $266,000
Q1 2022 May 16, 2022	BUY	$68.33 - $84.32 $14,349 - $17,707	210 Added 6.21%	3,594 $234,000
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $15,400 - $16,669	-211 Reduced 5.87%	3,384 $250,000
Q2 2021 Aug 12, 2021	BUY	$65.96 - $72.81 $65 - $72	1 Added 0.03%	3,595 $261,000
Q4 2020 Jan 28, 2021	BUY	$56.17 - $63.82 $151,434 - $172,058	2,696 Added 300.22%	3,594 $229,000
Q3 2020 Nov 12, 2020	BUY	$52.42 - $62.43 $47,073 - $56,062	898 New	898 $208,000
Q2 2020 Aug 11, 2020	SELL	$39.5 - $52.48 $41,909 - $55,681	-1,061 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$36.14 - $52.65 $38,344 - $55,861	1,061 New	1,061 $175,000

Others Institutions Holding IVW

# of Institutions

1,893

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Golden State Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History