A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,756 shares of IYE stock, worth $85,692. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,756
Previous 2,021 13.11%
Holding current value
$85,692
Previous $91.4 Million 8.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025

SELL
$44.83 - $48.91 $11,879 - $12,961
-265 Reduced 13.11%
1,756 $83.5 Million
Q2 2025

Aug 06, 2025

SELL
$40.36 - $49.67 $25,911 - $31,888
-642 Reduced 24.11%
2,021 $91.4 Million
Q1 2025

Apr 24, 2025

SELL
$45.23 - $49.95 $120,311 - $132,867
-2,660 Reduced 49.97%
2,663 $131 Million
Q1 2025

Apr 23, 2025

BUY
$45.23 - $49.95 $122,482 - $135,264
2,708 Added 103.56%
5,323 $262,000
Q4 2024

Jan 28, 2025

SELL
$43.93 - $51.37 $136,226 - $159,298
-3,101 Reduced 54.25%
2,615 $119 Million
Q1 2022

May 19, 2022

BUY
$31.0 - $42.12 $177,196 - $240,757
5,716 New
5,716 $234,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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