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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 11,074 shares of IWO stock, worth $2.95 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
11,074
Previous 21,594 48.72%
Holding current value
$2.95 Million
Previous $5.52 Million 57614.54%
% of portfolio
0.48%
Previous 1.08%

Shares

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

Jan 28, 2025
SELL
$278.19 - $315.36 $2.93 Million - $3.32 Million
-10,520 Reduced 48.72%
11,074 $3.19 Billion
Q1 2022

May 19, 2022
BUY
$234.1 - $296.68 $315,800 - $400,221
1,349 Added 6.66%
21,594 $5.52 Million
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $691,999 - $876,986
-2,956 Reduced 12.74%
20,245 $6.09 Million
Q4 2021

Feb 14, 2022
SELL
$280.02 - $327.35 $103,607 - $121,119
-370 Reduced 1.57%
23,201 $6.8 Million
Q3 2021

Nov 15, 2021
SELL
$284.4 - $314.06 $128,264 - $141,641
-451 Reduced 1.88%
23,571 $6.92 Million
Q2 2021

Aug 12, 2021
BUY
$278.74 - $313.3 $1.05 Million - $1.18 Million
3,777 Added 18.66%
24,022 $7.49 Million
Q1 2021

May 14, 2021
SELL
$282.5 - $336.63 $408,212 - $486,430
-1,445 Reduced 6.66%
20,245 $6.09 Million
Q4 2020

Jan 28, 2021
SELL
$223.17 - $294.86 $82,796 - $109,393
-371 Reduced 1.68%
21,690 $6.22 Million
Q3 2020

Nov 12, 2020
BUY
$203.91 - $230.98 $4.5 Million - $5.1 Million
22,061 New
22,061 $4.89 Million
Q2 2020

Aug 11, 2020
SELL
$145.61 - $213.67 $3.35 Million - $4.91 Million
-22,991 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$135.58 - $225.25 $3.12 Million - $5.18 Million
22,991 New
22,991 $3.64 Million

Others Institutions Holding IWO

# of Institutions
1,167
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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