Golden State Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 28,081 shares of IJR stock, worth $3.33 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

28,081

Previous 49,054 42.75%

Holding current value

$3.33 Million

Previous $5.29 Million 61039.64%

% of portfolio

0.48%

Previous 1.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$113.92 - $127.38 $2.39 Million - $2.67 Million	-20,973 Reduced 42.75%	28,081 $3.24 Billion
Q1 2022 May 19, 2022	BUY	$102.32 - $116.69 $2.33 Million - $2.66 Million	22,755 Added 86.52%	49,054 $5.29 Million
Q1 2022 May 16, 2022	SELL	$102.32 - $116.69 $591,102 - $674,118	-5,777 Reduced 18.01%	26,299 $2.85 Million
Q4 2021 Feb 14, 2022	BUY	$108.26 - $120.32 $538,593 - $598,592	4,975 Added 18.36%	32,076 $3.67 Million
Q3 2021 Nov 15, 2021	SELL	$104.62 - $113.69 $42,894 - $46,612	-410 Reduced 1.49%	27,101 $2.96 Million
Q2 2021 Aug 12, 2021	BUY	$106.38 - $116.3 $128,932 - $140,955	1,212 Added 4.61%	27,511 $3.11 Million
Q1 2021 May 14, 2021	SELL	$91.04 - $115.01 $55,443 - $70,041	-609 Reduced 2.26%	26,299 $2.85 Million
Q4 2020 Jan 28, 2021	SELL	$71.23 - $92.42 $1.03 Million - $1.33 Million	-14,441 Reduced 34.92%	26,908 $2.47 Million
Q3 2020 Nov 12, 2020	BUY	$65.69 - $75.96 $1.3 Million - $1.5 Million	19,775 Added 91.66%	41,349 $2.9 Million
Q2 2020 Aug 11, 2020	SELL	$50.99 - $75.55 $918,176 - $1.36 Million	-18,007 Reduced 45.49%	21,574 $1.47 Million
Q1 2020 Apr 17, 2020	BUY	$49.11 - $85.52 $1.94 Million - $3.38 Million	39,581 New	39,581 $2.22 Million

Others Institutions Holding IJR

# of Institutions

2,627

Shares Held

503M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Golden State Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History