Golden State Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 12,168 shares of IWP stock, worth $1.63 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,168

Previous 13,470 9.67%

Holding current value

$1.63 Million

Previous $1.35 Million 113809.97%

% of portfolio

0.23%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$116.4 - $138.52 $151,552 - $180,353	-1,302 Reduced 9.67%	12,168 $1.54 Billion
Q1 2022 May 19, 2022	SELL	$89.52 - $114.03 $92,742 - $118,135	-1,036 Reduced 7.14%	13,470 $1.35 Million
Q1 2022 May 16, 2022	BUY	$89.52 - $114.03 $39,030 - $49,717	436 Added 3.1%	14,506 $1.48 Million
Q4 2021 Feb 14, 2022	SELL	$109.8 - $123.28 $26,681 - $29,957	-243 Reduced 1.7%	14,070 $1.62 Million
Q3 2021 Nov 15, 2021	SELL	$109.39 - $119.47 $6,016 - $6,570	-55 Reduced 0.38%	14,313 $1.6 Million
Q2 2021 Aug 12, 2021	SELL	$99.98 - $113.73 $13,797 - $15,694	-138 Reduced 0.95%	14,368 $1.63 Million
Q1 2021 May 14, 2021	SELL	$96.94 - $112.05 $43,138 - $49,862	-445 Reduced 2.98%	14,506 $1.48 Million
Q4 2020 Jan 28, 2021	BUY	$86.54 - $104.78 $646,973 - $783,335	7,476 Added 100.01%	14,951 $1.54 Million
Q3 2020 Nov 12, 2020	BUY	$79.56 - $90.13 $594,711 - $673,721	7,475 New	7,475 $1.29 Million
Q2 2020 Aug 11, 2020	SELL	$57.59 - $81.27 $457,955 - $646,259	-7,952 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$52.32 - $81.58 $416,048 - $648,724	7,952 New	7,952 $967,000

Others Institutions Holding IWP

# of Institutions

1,130

Shares Held

104M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Golden State Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History