A detailed history of Golden State Wealth Management, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 969 shares of IBB stock, worth $133,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
969
Holding current value
$133,227
% of portfolio
0.02%

Shares

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

Jan 28, 2025

SELL
$131.21 - $148.85 $611,044 - $693,194
-4,657 Reduced 82.78%
969 $128 Million
Q1 2022

May 16, 2022

BUY
$119.6 - $152.37 $201,645 - $256,895
1,686 Added 42.79%
5,626 $847,000
Q4 2021

Feb 14, 2022

SELL
$145.27 - $164.78 $49,246 - $55,860
-339 Reduced 7.92%
3,940 $601,000
Q3 2021

Nov 15, 2021

BUY
$158.89 - $176.21 $13,823 - $15,330
87 Added 2.08%
4,279 $692,000
Q2 2021

Aug 12, 2021

SELL
$146.13 - $163.65 $209,550 - $234,674
-1,434 Reduced 25.49%
4,192 $686,000
Q1 2021

May 14, 2021

SELL
$146.68 - $172.6 $21,415 - $25,199
-146 Reduced 2.53%
5,626 $847,000
Q4 2020

Jan 28, 2021

BUY
$130.38 - $157.31 $503,918 - $608,003
3,865 Added 202.67%
5,772 $874,000
Q3 2020

Nov 12, 2020

BUY
$126.88 - $145.8 $37,302 - $42,865
294 Added 18.23%
1,907 $258,000
Q2 2020

Aug 13, 2020

BUY
$103.79 - $138.65 $167,413 - $223,642
1,613 New
1,613 $220,000
Q2 2020

Aug 11, 2020

SELL
$103.79 - $138.65 $152,363 - $203,538
-1,468 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$94.39 - $123.48 $138,564 - $181,268
1,468 New
1,468 $158,000

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
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.