Golden State Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,289 shares of IWM stock, worth $478,469. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,289

Previous 4,710 51.4%

Holding current value

$478,469

Previous $939,000 48542.07%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$198.1 - $229.79 $479,600 - $556,321	-2,421 Reduced 51.4%	2,289 $457 Million
Q1 2025 Apr 23, 2025	BUY	$198.1 - $229.79 $491,486 - $570,108	2,481 Added 111.31%	4,710 $939,000
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $253,736 - $284,577	-1,174 Reduced 34.5%	2,229 $493 Million
Q1 2022 May 19, 2022	BUY	$191.52 - $225.32 $371,931 - $437,571	1,942 Added 132.92%	3,403 $699,000
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $453,327 - $533,332	-2,367 Reduced 61.83%	1,461 $322,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $48,575 - $55,546	229 Added 6.36%	3,828 $851,000
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $77,916 - $85,151	368 Added 11.39%	3,599 $787,000
Q2 2021 Aug 12, 2021	BUY	$211.85 - $232.89 $374,974 - $412,215	1,770 Added 121.15%	3,231 $741,000
Q1 2021 May 14, 2021	BUY	$193.5 - $234.42 $580 - $703	3 Added 0.21%	1,461 $322,000
Q4 2020 Jan 28, 2021	SELL	$152.18 - $199.14 $8,217 - $10,753	-54 Reduced 3.57%	1,458 $286,000
Q3 2020 Nov 12, 2020	BUY	$139.07 - $158.46 $210,273 - $239,591	1,512 New	1,512 $226,000
Q2 2020 Aug 11, 2020	SELL	$104.62 - $153.09 $567,981 - $831,125	-5,429 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$99.9 - $169.53 $542,357 - $920,378	5,429 New	5,429 $621,000

Others Institutions Holding IWM

# of Institutions

2,859

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Ishares Russell 2000 ETF Transaction History