Golden State Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 23,364 shares of IWD stock, worth $4.73 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

23,364

Previous 25,697 9.08%

Holding current value

$4.73 Million

Previous $4.84 Billion 6.15%

% of portfolio

0.55%

Previous 0.72%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$166.82 - $194.23 $389,191 - $453,138	-2,333 Reduced 9.08%	23,364 $4.54 Billion
Q1 2025 Apr 24, 2025	SELL	$182.82 - $196.21 $4.7 Million - $5.04 Million	-25,695 Reduced 50.0%	25,697 $4.84 Billion
Q1 2025 Apr 23, 2025	BUY	$182.82 - $196.21 $8.98 Million - $9.63 Million	49,096 Added 2138.33%	51,392 $9.67 Million
Q4 2024 Jan 28, 2025	BUY	$183.23 - $199.79 $121,664 - $132,660	664 Added 40.69%	2,296 $425 Million
Q1 2022 May 19, 2022	BUY	$157.15 - $170.51 $18,072 - $19,608	115 Added 7.58%	1,632 $271,000
Q1 2022 May 16, 2022	SELL	$157.15 - $170.51 $14,772 - $16,027	-94 Reduced 5.83%	1,517 $229,000
Q4 2021 Feb 14, 2022	BUY	$157.12 - $168.08 $25,767 - $27,565	164 Added 11.33%	1,611 $270,000
Q3 2021 Nov 15, 2021	SELL	$154.62 - $164.07 $10,823 - $11,484	-70 Reduced 4.61%	1,447 $226,000
Q1 2021 May 14, 2021	SELL	$134.89 - $153.0 $4,721 - $5,355	-35 Reduced 2.26%	1,517 $229,000
Q4 2020 Jan 28, 2021	BUY	$115.84 - $136.73 $4,054 - $4,785	35 Added 2.31%	1,552 $212,000
Q3 2020 Nov 12, 2020	BUY	$111.27 - $124.26 $168,796 - $188,502	1,517 New	1,517 $179,000
Q2 2020 Aug 11, 2020	SELL	$94.52 - $125.14 $143,292 - $189,712	-1,516 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$85.17 - $138.52 $129,117 - $209,996	1,516 New	1,516 $150,000

Others Institutions Holding IWD

# of Institutions

1,970

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Golden State Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History