Golden State Wealth Management, LLC Ishares Tr Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,005 shares of HYG stock, worth $315,473. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,005

Previous 8,010 50.0%

Holding current value

$315,473

Previous $631,000 49977.81%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$78.51 - $80.11 $314,432 - $320,840	-4,005 Reduced 50.0%	4,005 $316 Million
Q1 2025 Apr 23, 2025	BUY	$78.51 - $80.11 $338,064 - $344,953	4,306 Added 116.25%	8,010 $631,000
Q4 2024 Jan 28, 2025	BUY	$78.09 - $80.04 $289,245 - $296,468	3,704 New	3,704 $291 Million
Q4 2020 Jan 28, 2021	SELL	$83.46 - $87.3 $157,238 - $164,473	-1,884 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$81.53 - $85.39 $615,796 - $644,950	-7,553 Reduced 80.04%	1,884 $158,000
Q2 2020 Aug 13, 2020	BUY	$73.55 - $84.56 $694,091 - $797,992	9,437 New	9,437 $1.16 Million
Q2 2020 Aug 11, 2020	SELL	$73.55 - $84.56 $209,764 - $241,165	-2,852 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$68.63 - $88.43 $195,732 - $252,202	2,852 New	2,852 $220,000

Others Institutions Holding HYG

# of Institutions

1,159

Shares Held

219M

Call Options Held

95.9M

Put Options Held

311M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Ishares Tr Transaction History