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

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,834 shares of IWR stock, worth $457,393. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,834
Previous 4,831 0.06%
Holding current value
$457,393
Previous $444 Million 5.05%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$92.26 - $97.51 $276 - $292
3 Added 0.06%
4,834 $467 Million
Q2 2025

Aug 06, 2025
BUY
$74.88 - $91.97 $17,971 - $22,072
240 Added 5.23%
4,831 $444 Million
Q1 2025

Apr 24, 2025
SELL
$82.81 - $92.93 $380,097 - $426,548
-4,590 Reduced 49.99%
4,591 $391 Million
Q1 2025

Apr 23, 2025
BUY
$82.81 - $92.93 $397,984 - $446,621
4,806 Added 109.85%
9,181 $781,000
Q4 2024

Jan 28, 2025
SELL
$87.25 - $95.52 $179,909 - $196,962
-2,062 Reduced 32.03%
4,375 $387 Million
Q1 2022

May 19, 2022
BUY
$72.29 - $82.89 $465,330 - $533,562
6,437 New
6,437 $502,000
Q1 2022

May 16, 2022
SELL
$72.29 - $82.89 $436,414 - $500,406
-6,037 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $78 - $85
1 Added 0.02%
6,037 $501,000
Q3 2021

Nov 15, 2021
SELL
$76.44 - $82.59 $76 - $82
-1 Reduced 0.02%
6,036 $472,000
Q2 2021

Aug 12, 2021
BUY
$74.82 - $79.61 $451,688 - $480,605
6,037 New
6,037 $478,000
Q2 2020

Aug 11, 2020
SELL
$40.64 - $57.63 $19,832 - $28,123
-488 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$36.81 - $61.96 $17,963 - $30,236
488 New
488 $21,000

Others Institutions Holding IWR

# of Institutions
1,647
Shares Held
392M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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