Golden State Wealth Management, LLC Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 10,977 shares of IWO stock, worth $2.77 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

10,977

Previous 21,951 49.99%

Holding current value

$2.77 Million

Previous $5.61 Million 49908.59%

% of portfolio

0.42%

Previous 0.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$254.58 - $302.92 $2.79 Million - $3.32 Million	-10,974 Reduced 49.99%	10,977 $2.8 Billion
Q1 2025 Apr 23, 2025	BUY	$254.58 - $302.92 $2.77 Million - $3.29 Million	10,877 Added 98.22%	21,951 $5.61 Million
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

1,133

Shares Held

33.4M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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