Golden State Wealth Management, LLC Ishares Tr Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

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 268 shares of ITB stock, worth $29,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares

268

Previous 10,236 97.38%

Holding current value

$29,257

Previous $607,000 4473.48%

% of portfolio

0.0%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$103.31 - $129.34 $1.03 Million - $1.29 Million	-9,968 Reduced 97.38%	268 $27.8 Million
Q1 2022 May 19, 2022	BUY	$59.26 - $81.62 $606,585 - $835,462	10,236 New	10,236 $607,000
Q1 2022 May 16, 2022	SELL	$59.26 - $81.62 $255,884 - $352,435	-4,318 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$66.2 - $83.04 $66 - $83	1 Added 0.02%	4,318 $358,000
Q3 2021 Nov 15, 2021	BUY	$66.08 - $74.05 $67,335 - $75,456	1,019 Added 30.9%	4,317 $286,000
Q2 2021 Aug 12, 2021	BUY	$66.57 - $77.09 $219,547 - $254,242	3,298 New	3,298 $228,000
Q2 2020 Aug 11, 2020	SELL	$25.75 - $46.19 $12,875 - $23,095	-500 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$24.14 - $50.4 $12,070 - $25,200	500 New	500 $14,000

Others Institutions Holding ITB

# of Institutions

419

Shares Held

18.8M

Call Options Held

3.59M

Put Options Held

5.52M

View Full List

About ISHARES TR

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Golden State Wealth Management, LLC Ishares Tr Transaction History