Golden State Wealth Management, LLC Ishares Tr Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

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 2,584 shares of MBB stock, worth $238,580. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,584

Previous 25,918 90.03%

Holding current value

$238,580

Previous $2.64 Million 8875.49%

% of portfolio

0.04%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$91.26 - $95.82 $2.13 Million - $2.24 Million	-23,334 Reduced 90.03%	2,584 $237 Million
Q1 2022 May 19, 2022	BUY	$100.79 - $107.06 $2.61 Million - $2.77 Million	25,918 New	25,918 $2.64 Million
Q1 2022 May 16, 2022	SELL	$100.79 - $107.06 $3.36 Million - $3.57 Million	-33,324 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$107.03 - $108.32 $26,864 - $27,188	251 Added 0.76%	33,324 $3.58 Million
Q3 2021 Nov 15, 2021	BUY	$107.99 - $108.77 $375,913 - $378,628	3,481 Added 11.76%	33,073 $3.58 Million
Q2 2021 Aug 12, 2021	BUY	$107.91 - $108.86 $3.19 Million - $3.22 Million	29,592 New	29,592 $3.2 Million
Q1 2021 May 14, 2021	SELL	$108.32 - $110.29 $357,347 - $363,846	-3,299 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$109.9 - $110.3 $362,560 - $363,879	3,299 New	3,299 $363,000
Q2 2020 Aug 11, 2020	SELL	$109.82 - $111.24 $63,805 - $64,630	-581 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$105.3 - $110.44 $61,179 - $64,165	581 New	581 $64,000

Others Institutions Holding MBB

# of Institutions

956

Shares Held

329M

Call Options Held

152K

Put Options Held

48.5K

View Full List

About ISHARES TR

Ticker MBB
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Golden State Wealth Management, LLC Ishares Tr Transaction History