Golden State Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,296 shares of IWD stock, worth $447,421. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,296
Previous 1,632 40.69%
Holding current value
$447,421
Previous $271,000 156773.43%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $121,664 - $132,660
664 Added 40.69%
2,296 $425 Million
Q1 2022

May 19, 2022
BUY
$157.15 - $170.51 $18,072 - $19,608
115 Added 7.58%
1,632 $271,000
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $14,772 - $16,027
-94 Reduced 5.83%
1,517 $229,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $25,767 - $27,565
164 Added 11.33%
1,611 $270,000
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $10,823 - $11,484
-70 Reduced 4.61%
1,447 $226,000
Q1 2021

May 14, 2021
SELL
$134.89 - $153.0 $4,721 - $5,355
-35 Reduced 2.26%
1,517 $229,000
Q4 2020

Jan 28, 2021
BUY
$115.84 - $136.73 $4,054 - $4,785
35 Added 2.31%
1,552 $212,000
Q3 2020

Nov 12, 2020
BUY
$111.27 - $124.26 $168,796 - $188,502
1,517 New
1,517 $179,000
Q2 2020

Aug 11, 2020
SELL
$94.52 - $125.14 $143,292 - $189,712
-1,516 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$85.17 - $138.52 $129,117 - $209,996
1,516 New
1,516 $150,000

Others Institutions Holding IWD

# of Institutions
1,769
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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