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 5,389 shares of IDV stock, worth $152,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,389

Holding current value

$152,885

% of portfolio

0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$27.03 - $29.92 $145,664 - $161,238	5,389 New	5,389 $148 Million
Q1 2022 May 16, 2022	SELL	$29.99 - $33.33 $195,174 - $216,911	-6,508 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$29.77 - $31.71 $193,743 - $206,368	6,508 New	6,508 $203,000
Q3 2021 Nov 15, 2021	SELL	$30.42 - $32.96 $188,482 - $204,220	-6,196 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$31.67 - $34.02 $196,227 - $210,787	6,196 New	6,196 $201,000
Q4 2020 Jan 28, 2021	SELL	$24.08 - $29.73 $114,211 - $141,009	-4,743 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$24.68 - $26.95 $312,967 - $341,752	-12,681 Reduced 72.78%	4,743 $118,000
Q2 2020 Aug 13, 2020	BUY	$21.21 - $27.95 $369,563 - $487,000	17,424 New	17,424 $276,000
Q2 2020 Aug 11, 2020	SELL	$21.21 - $27.95 $93,620 - $123,371	-4,414 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$19.58 - $34.05 $86,426 - $150,296	4,414 New	4,414 $100,000

Others Institutions Holding IDV

# of Institutions

477

Shares Held

77M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Golden State Wealth Management, LLC Ishares Tr Transaction History