Golden State Wealth Management, LLC Ishares Tr Us Small Cap Value Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 253 shares of SVAL stock, worth $7,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
253
Previous 251 0.8%
Holding current value
$7,941
Previous $7.56 Million 4.09%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$26.29 - $31.11 $52 - $62
2 Added 0.8%
253 $7.87 Million
Q1 2025

Apr 24, 2025
SELL
$29.28 - $33.43 $7,349 - $8,390
-251 Reduced 50.0%
251 $7.56 Million
Q1 2025

Apr 23, 2025
BUY
$29.28 - $33.43 $7,349 - $8,390
251 Added 100.0%
502 $15,000
Q4 2024

Jan 28, 2025
BUY
$31.5 - $36.25 $7,906 - $9,098
251 New
251 $8.18 Million

Others Institutions Holding SVAL

# of Institutions
42
Shares Held
3.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR US SMALL CAP VALUE

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