Golden State Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 307 shares of IWN stock, worth $43,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares

307

Previous 614 50.0%

Holding current value

$43,805

Previous $92,000 50390.22%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$149.27 - $169.4 $45,825 - $52,005	-307 Reduced 50.0%	307 $46.5 Million
Q1 2025 Apr 23, 2025	BUY	$149.27 - $169.4 $48,512 - $55,055	325 Added 112.46%	614 $92,000
Q4 2024 Jan 28, 2025	BUY	$162.69 - $181.35 $47,017 - $52,410	289 New	289 $47.5 Million
Q4 2020 Jan 28, 2021	SELL	$100.9 - $132.3 $250,534 - $328,500	-2,483 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$91.58 - $108.28 $3.16 Million - $3.73 Million	-34,489 Reduced 93.28%	2,483 $247,000
Q2 2020 Aug 13, 2020	BUY	$74.44 - $109.12 $2.75 Million - $4.03 Million	36,972 New	36,972 $6.65 Million
Q2 2020 Aug 11, 2020	SELL	$74.44 - $109.12 $167,564 - $245,629	-2,251 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$71.79 - $129.5 $161,599 - $291,504	2,251 New	2,251 $185,000

Others Institutions Holding IWN

# of Institutions

1,141

Shares Held

61.5M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History