Golden State Wealth Management, LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 449 shares of IWV stock, worth $140,626. This represents 0.02% of its overall portfolio holdings.

Number of Shares
449
Previous 898 50.0%
Holding current value
$140,626
Previous $285,000 49941.75%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 24, 2025
SELL
$313.1 - $349.83 $140,581 - $157,073
-449 Reduced 50.0%
449 $143 Million
Q1 2025

Apr 23, 2025
BUY
$313.1 - $349.83 $134,633 - $150,426
430 Added 91.88%
898 $285,000
Q4 2024

Jan 28, 2025
BUY
$323.08 - $349.08 $151,201 - $163,369
468 New
468 $156 Million
Q2 2020

Aug 11, 2020
SELL
$141.33 - $188.81 $11,447 - $15,293
-81 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$128.35 - $198.13 $10,396 - $16,048
81 New
81 $12,000

Others Institutions Holding IWV

# of Institutions
920
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

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