Golden State Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,014 shares of IVE stock, worth $821,224. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,014
Previous 2,370
69.37%
Holding current value
$821,224
Previous $452 Million
73.63%
% of portfolio
0.1%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding IVE
# of Institutions
1,711Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.29 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.64 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.89 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.7 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.62 Billion0.55% of portfolio