Golden State Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 289 shares of IWN stock, worth $46,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
289
Holding current value
$46,540
% of portfolio
0.01%

Shares

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

Jan 28, 2025
BUY
$162.69 - $181.35 $47,017 - $52,410
289 New
289 $47.5 Million
Q4 2020

Jan 28, 2021
SELL
$100.9 - $132.3 $250,534 - $328,500
-2,483 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$91.58 - $108.28 $3.16 Million - $3.73 Million
-34,489 Reduced 93.28%
2,483 $247,000
Q2 2020

Aug 13, 2020
BUY
$74.44 - $109.12 $2.75 Million - $4.03 Million
36,972 New
36,972 $6.65 Million
Q2 2020

Aug 11, 2020
SELL
$74.44 - $109.12 $167,564 - $245,629
-2,251 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$71.79 - $129.5 $161,599 - $291,504
2,251 New
2,251 $185,000

Others Institutions Holding IWN

# of Institutions
1,147
Shares Held
60.4M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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