Golden State Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,375 shares of IWR stock, worth $367,762. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,375

Previous 6,437 32.03%

Holding current value

$367,762

Previous $502,000 76956.77%

% of portfolio

0.06%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $179,909 - $196,962	-2,062 Reduced 32.03%	4,375 $387 Million
Q1 2022 May 19, 2022	BUY	$72.29 - $82.89 $465,330 - $533,562	6,437 New	6,437 $502,000
Q1 2022 May 16, 2022	SELL	$72.29 - $82.89 $436,414 - $500,406	-6,037 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $78 - $85	1 Added 0.02%	6,037 $501,000
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $76 - $82	-1 Reduced 0.02%	6,036 $472,000
Q2 2021 Aug 12, 2021	BUY	$74.82 - $79.61 $451,688 - $480,605	6,037 New	6,037 $478,000
Q2 2020 Aug 11, 2020	SELL	$40.64 - $57.63 $19,832 - $28,123	-488 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$36.81 - $61.96 $17,963 - $30,236	488 New	488 $21,000

Others Institutions Holding IWR

# of Institutions

1,535

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Golden State Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History