Golden State Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 91,683 shares of IVV stock, worth $51.5 Million. This represents 8.09% of its overall portfolio holdings.

Number of Shares

91,683

Previous 75,516 21.41%

Holding current value

$51.5 Million

Previous $34.3 Million 157432.98%

% of portfolio

8.09%

Previous 6.72%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $9.22 Million - $9.87 Million	16,167 Added 21.41%	91,683 $54 Billion
Q1 2022 May 19, 2022	BUY	$418.06 - $479.84 $2.77 Million - $3.18 Million	6,635 Added 9.63%	75,516 $34.3 Million
Q1 2022 May 16, 2022	SELL	$418.06 - $479.84 $2.21 Million - $2.53 Million	-5,279 Reduced 7.12%	68,881 $27.4 Million
Q4 2021 Feb 14, 2022	BUY	$430.29 - $479.53 $1.84 Million - $2.05 Million	4,273 Added 6.11%	74,160 $35.4 Million
Q3 2021 Nov 15, 2021	BUY	$426.8 - $455.27 $400,338 - $427,043	938 Added 1.36%	69,887 $30.1 Million
Q2 2021 Aug 12, 2021	BUY	$402.08 - $429.92 $27,341 - $29,234	68 Added 0.1%	68,949 $29.6 Million
Q1 2021 May 14, 2021	SELL	$370.22 - $398.75 $249,158 - $268,358	-673 Reduced 0.97%	68,881 $27.4 Million
Q4 2020 Jan 28, 2021	BUY	$327.62 - $375.39 $993,343 - $1.14 Million	3,032 Added 4.56%	69,554 $26.1 Million
Q3 2020 Nov 12, 2020	BUY	$311.81 - $359.24 $18.9 Million - $21.8 Million	60,589 Added 1021.22%	66,522 $22.4 Million
Q2 2020 Aug 11, 2020	SELL	$246.8 - $324.4 $14.1 Million - $18.5 Million	-56,929 Reduced 90.56%	5,933 $1.84 Million
Q1 2020 Apr 17, 2020	BUY	$224.65 - $339.88 $12.4 Million - $18.7 Million	54,977 Added 697.24%	62,862 $16.2 Million
Q4 2019 Feb 13, 2020	BUY	$289.63 - $324.32 $2.28 Million - $2.56 Million	7,885 New	7,885 $2.55 Million

Others Institutions Holding IVV

# of Institutions

3,864

Shares Held

762M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Golden State Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History