Golden State Wealth Management, LLC Ishares Core S&P Total U.S. St 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 Total U.S. St stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,160 shares of ITOT stock, worth $667,033. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,160

Previous 3,047 69.35%

Holding current value

$667,033

Previous $308,000 215392.21%

% of portfolio

0.1%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$124.26 - $134.12 $262,561 - $283,395	2,113 Added 69.35%	5,160 $664 Million
Q1 2022 May 19, 2022	BUY	$93.09 - $107.63 $12,474 - $14,422	134 Added 4.6%	3,047 $308,000
Q1 2022 May 16, 2022	SELL	$93.09 - $107.63 $36,305 - $41,975	-390 Reduced 11.81%	2,913 $266,000
Q4 2021 Feb 14, 2022	BUY	$98.24 - $107.61 $4,224 - $4,627	43 Added 1.32%	3,303 $353,000
Q3 2021 Nov 15, 2021	BUY	$97.33 - $103.96 $33,189 - $35,450	341 Added 11.68%	3,260 $321,000
Q2 2021 Aug 12, 2021	BUY	$92.76 - $98.86 $556 - $593	6 Added 0.21%	2,919 $288,000
Q1 2021 May 14, 2021	SELL	$85.12 - $92.58 $16,513 - $17,960	-194 Reduced 6.24%	2,913 $266,000
Q4 2020 Jan 28, 2021	SELL	$74.05 - $86.22 $3,702 - $4,311	-50 Reduced 1.58%	3,107 $268,000
Q3 2020 Nov 12, 2020	SELL	$69.81 - $80.47 $1.23 Million - $1.42 Million	-17,686 Reduced 84.85%	3,157 $238,000
Q2 2020 Aug 11, 2020	SELL	$54.49 - $72.8 $1.3 Million - $1.73 Million	-23,827 Reduced 53.34%	20,843 $1.45 Million
Q1 2020 Apr 17, 2020	BUY	$49.67 - $76.42 $2.22 Million - $3.41 Million	44,670 New	44,670 $2.56 Million

Others Institutions Holding ITOT

# of Institutions

1,536

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Golden State Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History