Golden State Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 654 shares of IWS stock, worth $87,452. This represents 0.01% of its overall portfolio holdings.

Number of Shares
654
Holding current value
$87,452
% of portfolio
0.01%

Shares

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

Jan 28, 2025
BUY
$128.08 - $140.32 $83,764 - $91,769
654 New
654 $84.6 Million
Q2 2020

Aug 11, 2020
SELL
$59.9 - $85.49 $29,351 - $41,890
-490 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$54.38 - $96.81 $26,646 - $47,436
490 New
490 $31,000

Others Institutions Holding IWS

# of Institutions
957
Shares Held
93.6M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email