Golden State Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 684 shares of IUSV stock, worth $69,302. This represents 0.01% of its overall portfolio holdings.

Number of Shares

684

Previous 974 29.77%

Holding current value

$69,302

Previous $92.2 Million 25.78%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$94.17 - $99.95 $27,309 - $28,985	-290 Reduced 29.77%	684 $68.4 Million
Q2 2025 Aug 06, 2025	SELL	$81.46 - $94.63 $6,353 - $7,381	-78 Reduced 7.41%	974 $92.2 Million
Q1 2025 Apr 24, 2025	SELL	$90.0 - $96.32 $135,360 - $144,865	-1,504 Reduced 58.84%	1,052 $97.1 Million
Q1 2025 Apr 23, 2025	BUY	$90.0 - $96.32 $133,740 - $143,131	1,486 Added 138.88%	2,556 $235,000
Q4 2024 Jan 28, 2025	SELL	$91.94 - $100.02 $1.23 Million - $1.34 Million	-13,407 Reduced 92.61%	1,070 $99.1 Million

Q2 2020 Aug 11, 2020	BUY	$44.04 - $57.88 $637,567 - $837,928	14,477 New	14,477 $756,000
Q1 2020 Apr 17, 2020	SELL	$39.87 - $63.83 $141,578 - $226,660	-3,551 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$55.95 - $63.08 $198,678 - $223,997	3,551 New	3,551 $223,000

Others Institutions Holding IUSV

# of Institutions

839

Shares Held

192M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

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Golden State Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History