Golden State Wealth Management, LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,229 shares of IWM stock, worth $478,365. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,229
Previous 3,403 34.5%
Holding current value
$478,365
Previous $699,000 70386.55%
% of portfolio
0.07%
Previous 0.14%

Shares

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

Jan 28, 2025
SELL
$216.13 - $242.4 $253,736 - $284,577
-1,174 Reduced 34.5%
2,229 $493 Million
Q1 2022

May 19, 2022
BUY
$191.52 - $225.32 $371,931 - $437,571
1,942 Added 132.92%
3,403 $699,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $453,327 - $533,332
-2,367 Reduced 61.83%
1,461 $322,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $48,575 - $55,546
229 Added 6.36%
3,828 $851,000
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $77,916 - $85,151
368 Added 11.39%
3,599 $787,000
Q2 2021

Aug 12, 2021
BUY
$211.85 - $232.89 $374,974 - $412,215
1,770 Added 121.15%
3,231 $741,000
Q1 2021

May 14, 2021
BUY
$193.5 - $234.42 $580 - $703
3 Added 0.21%
1,461 $322,000
Q4 2020

Jan 28, 2021
SELL
$152.18 - $199.14 $8,217 - $10,753
-54 Reduced 3.57%
1,458 $286,000
Q3 2020

Nov 12, 2020
BUY
$139.07 - $158.46 $210,273 - $239,591
1,512 New
1,512 $226,000
Q2 2020

Aug 11, 2020
SELL
$104.62 - $153.09 $567,981 - $831,125
-5,429 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$99.9 - $169.53 $542,357 - $920,378
5,429 New
5,429 $621,000

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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