A detailed history of Golden State Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 624 shares of IWS stock, worth $85,693. This represents 0.01% of its overall portfolio holdings.

Number of Shares
624
Previous 624 -0.0%
Holding current value
$85,693
Previous $78.6 Million 4.91%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$122.59 - $135.24 $76,496 - $84,389
-624 Reduced 50.0%
624 $78.6 Million
Q1 2025

Apr 23, 2025

BUY
$122.59 - $135.24 $72,818 - $80,332
594 Added 90.83%
1,248 $157,000
Q4 2024

Jan 28, 2025

BUY
$128.08 - $140.32 $83,764 - $91,769
654 New
654 $84.6 Million
Q2 2020

Aug 11, 2020

SELL
$59.9 - $85.49 $29,351 - $41,890
-490 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$54.38 - $96.81 $26,646 - $47,436
490 New
490 $31,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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