Golden State Wealth Management, LLC Ishares Tr Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

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 1,520 shares of DVY stock, worth $213,772. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,520

Previous 1,566 2.94%

Holding current value

$213,772

Previous $208 Million 3.85%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$133.88 - $142.57 $6,158 - $6,558	-46 Reduced 2.94%	1,520 $216 Million
Q2 2025 Aug 06, 2025	SELL	$118.37 - $134.86 $15,979 - $18,206	-135 Reduced 7.94%	1,566 $208 Million
Q1 2025 Apr 24, 2025	SELL	$128.58 - $138.1 $218,714 - $234,908	-1,701 Reduced 50.0%	1,701 $228 Million
Q1 2025 Apr 23, 2025	BUY	$128.58 - $138.1 $217,300 - $233,389	1,690 Added 98.71%	3,402 $456,000
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

1,494

Shares Held

69.7M

Call Options Held

1.01M

Put Options Held

70.3K

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About ISHARES TR

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