Golden State Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 17,782 shares of SUSC stock, worth $407,029. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,782

Previous 10,441 70.31%

Holding current value

$407,029

Previous $262,000 154104.2%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$22.65 - $23.8 $166,273 - $174,715	7,341 Added 70.31%	17,782 $404 Million
Q1 2022 May 19, 2022	BUY	$24.73 - $27.06 $258,205 - $282,533	10,441 New	10,441 $262,000
Q1 2022 May 16, 2022	SELL	$24.73 - $27.06 $270,521 - $296,009	-10,939 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$27.14 - $27.83 $296,884 - $304,432	10,939 New	10,939 $299,000
Q1 2021 May 14, 2021	SELL	$26.68 - $28.24 $331,392 - $350,769	-12,421 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$27.6 - $28.38 $16,642 - $17,113	603 Added 5.1%	12,421 $352,000
Q3 2020 Nov 12, 2020	BUY	$27.66 - $28.46 $13,664 - $14,059	494 Added 4.36%	11,818 $327,000
Q2 2020 Aug 13, 2020	BUY	$25.16 - $27.62 $284,911 - $312,768	11,324 New	11,324 $312,000

Others Institutions Holding SUSC

# of Institutions

265

Shares Held

40.3M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Golden State Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History