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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$168.34 - $195.42 $276,750 - $321,270
1,644 Added 69.37%
4,014 $785 Million
Q1 2025

Apr 24, 2025

SELL
$185.78 - $198.58 $532,259 - $568,931
-2,865 Reduced 54.73%
2,370 $452 Million
Q1 2025

Apr 23, 2025

BUY
$185.78 - $198.58 $602,298 - $643,796
3,242 Added 162.67%
5,235 $997,000
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

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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