Golden State Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

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 1,993 shares of IVE stock, worth $393,438. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,993
Holding current value
$393,438
% of portfolio
0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$189.5 - $206.17 $377,673 - $410,896
1,993 New
1,993 $380 Million
Q2 2020

Aug 11, 2020
SELL
$91.94 - $119.67 $82,102 - $106,865
-893 Closed
0 $0
Q1 2020

Apr 17, 2020
SELL
$82.97 - $131.79 $341,255 - $542,052
-4,113 Reduced 82.16%
893 $86,000
Q4 2019

Feb 13, 2020
BUY
$115.41 - $130.26 $577,742 - $652,081
5,006 New
5,006 $651,000

Others Institutions Holding IVE

# of Institutions
1,575
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email