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 91,711 shares of IDV stock, worth $3.51 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
91,711
Previous 84,395 8.67%
Holding current value
$3.51 Million
Previous $2.91 Billion 15.09%
% of portfolio
0.37%
Previous 0.35%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$34.54 - $37.28 $252,694 - $272,740
7,316 Added 8.67%
91,711 $3.35 Billion
Q2 2025

Aug 06, 2025
BUY
$27.79 - $34.84 $2.29 Million - $2.88 Million
82,569 Added 4521.85%
84,395 $2.91 Billion
Q1 2025

Apr 24, 2025
SELL
$27.0 - $31.7 $49,302 - $57,884
-1,826 Reduced 50.0%
1,826 $56.7 Million
Q1 2025

Apr 23, 2025
SELL
$27.0 - $31.7 $46,899 - $55,062
-1,737 Reduced 32.23%
3,652 $113,000
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
582
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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