Golden State Wealth Management, LLC Ishares Tr Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 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 84 shares of ITA stock, worth $17,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 329 74.47%

Holding current value

$17,325

Previous $50.4 Million 68.54%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$135.31 - $188.64 $33,150 - $46,216	-245 Reduced 74.47%	84 $15.8 Million
Q1 2025 Apr 24, 2025	SELL	$144.84 - $159.5 $47,652 - $52,475	-329 Reduced 50.0%	329 $50.4 Million
Q1 2025 Apr 23, 2025	BUY	$144.84 - $159.5 $46,348 - $51,040	320 Added 94.67%	658 $100,000
Q4 2024 Jan 28, 2025	SELL	$144.31 - $157.31 $2.1 Million - $2.29 Million	-14,551 Reduced 97.73%	338 $49.1 Million
Q1 2022 May 19, 2022	BUY	$98.82 - $112.95 $1.47 Million - $1.68 Million	14,889 New	14,889 $1.65 Million
Q1 2022 May 16, 2022	SELL	$98.82 - $112.95 $467,023 - $533,801	-4,726 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$95.53 - $108.96 $15,284 - $17,433	-160 Reduced 3.27%	4,726 $486,000
Q3 2021 Nov 15, 2021	BUY	$100.96 - $110.33 $56,436 - $61,674	559 Added 12.92%	4,886 $509,000
Q2 2021 Aug 12, 2021	BUY	$102.24 - $112.9 $442,392 - $488,518	4,327 New	4,327 $474,000
Q2 2020 Aug 11, 2020	SELL	$67.92 - $96.92 $44,080 - $62,901	-649 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$58.76 - $119.9 $38,135 - $77,815	649 New	649 $93,000

Others Institutions Holding ITA

# of Institutions

881

Shares Held

21.4M

Call Options Held

1.04M

Put Options Held

441K

View Full List

About ISHARES TR

Ticker ITA
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Golden State Wealth Management, LLC Ishares Tr Transaction History