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 5,141 shares of IEFA stock, worth $456,263. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,141

Previous 5,011 2.59%

Holding current value

$456,263

Previous $418 Million 7.3%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$81.7 - $87.53 $10,621 - $11,378	130 Added 2.59%	5,141 $449 Million
Q2 2025 Aug 06, 2025	BUY	$67.83 - $84.09 $3,798 - $4,709	56 Added 1.13%	5,011 $418 Million
Q1 2025 Apr 24, 2025	SELL	$69.57 - $78.65 $413,802 - $467,810	-5,948 Reduced 54.55%	4,955 $375 Million
Q1 2025 Apr 23, 2025	BUY	$69.57 - $78.65 $420,968 - $475,911	6,051 Added 124.71%	10,903 $824,000
Q4 2024 Jan 28, 2025	BUY	$70.06 - $77.43 $34,119 - $37,708	487 Added 11.16%	4,852 $341 Million

Q1 2022 May 19, 2022	BUY	$63.26 - $75.48 $59,148 - $70,573	935 Added 27.26%	4,365 $303,000
Q1 2022 May 16, 2022	SELL	$63.26 - $75.48 $161,439 - $192,624	-2,552 Reduced 42.66%	3,430 $247,000
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $122,505 - $131,647	1,693 Added 39.47%	5,982 $446,000
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $79,548 - $85,238	1,090 Added 34.07%	4,289 $319,000
Q2 2021 Aug 12, 2021	SELL	$73.11 - $77.88 $16,888 - $17,990	-231 Reduced 6.73%	3,199 $239,000
Q1 2021 May 14, 2021	SELL	$68.58 - $73.12 $36,004 - $38,388	-525 Reduced 13.27%	3,430 $247,000
Q4 2020 Jan 28, 2021	BUY	$58.13 - $69.71 $56,909 - $68,246	979 Added 32.9%	3,955 $273,000
Q3 2020 Nov 12, 2020	SELL	$57.43 - $62.28 $1.16 Million - $1.25 Million	-20,114 Reduced 87.11%	2,976 $179,000
Q2 2020 Aug 11, 2020	BUY	$47.43 - $60.75 $945,896 - $1.21 Million	19,943 Added 633.71%	23,090 $1.32 Million
Q1 2020 Apr 17, 2020	BUY	$43.31 - $66.12 $136,296 - $208,079	3,147 New	3,147 $157,000

Others Institutions Holding IEFA

# of Institutions

2,422

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

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