Golden State Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 17,218 shares of USMV stock, worth $1.6 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

17,218

Previous 70,928 75.72%

Holding current value

$1.6 Million

Previous $5.5 Million 27686.02%

% of portfolio

0.23%

Previous 1.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$88.59 - $94.57 $4.76 Million - $5.08 Million	-53,710 Reduced 75.72%	17,218 $1.53 Billion
Q1 2022 May 19, 2022	BUY	$71.88 - $80.4 $4.4 Million - $4.92 Million	61,200 Added 629.11%	70,928 $5.5 Million
Q1 2022 May 16, 2022	SELL	$71.88 - $80.4 $6.06 Million - $6.78 Million	-84,308 Reduced 89.66%	9,728 $673,000
Q4 2021 Feb 14, 2022	BUY	$73.28 - $81.04 $3,590 - $3,970	49 Added 0.05%	94,036 $7.61 Million
Q3 2021 Nov 15, 2021	BUY	$73.5 - $78.28 $230,349 - $245,329	3,134 Added 3.45%	93,987 $6.91 Million
Q2 2021 Aug 12, 2021	BUY	$69.72 - $73.7 $5.66 Million - $5.98 Million	81,125 Added 833.93%	90,853 $6.69 Million
Q1 2021 May 14, 2021	SELL	$65.18 - $69.88 $300,153 - $321,797	-4,605 Reduced 32.13%	9,728 $673,000
Q4 2020 Jan 28, 2021	BUY	$61.66 - $67.88 $83,610 - $92,045	1,356 Added 10.45%	14,333 $973,000
Q3 2020 Nov 12, 2020	SELL	$60.74 - $66.36 $712,905 - $778,867	-11,737 Reduced 47.49%	12,977 $827,000
Q2 2020 Aug 13, 2020	SELL	$51.94 - $64.01 $294,551 - $363,000	-5,671 Reduced 18.66%	24,714 $1.67 Million
Q2 2020 Aug 11, 2020	BUY	$51.94 - $64.01 $754,584 - $929,937	14,528 Added 91.62%	30,385 $1.84 Million
Q1 2020 Apr 17, 2020	BUY	$46.61 - $69.67 $739,094 - $1.1 Million	15,857 New	15,857 $856,000

Others Institutions Holding USMV

# of Institutions

1,328

Shares Held

213M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Golden State Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History