Global Wealth Management Investment Advisory, Inc. Ishares Tr Core Aggressive All Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$63.04 - $66.51 $5,421 - $5,719	86 New	86 $5,000
Q2 2021 Aug 11, 2021	SELL	$67.52 - $70.92 $2,160 - $2,269	-32 Reduced 15.24%	178 $13,000
Q1 2021 May 17, 2021	BUY	$63.86 - $67.38 $2,043 - $2,156	32 Added 17.98%	210 $14,000
Q4 2020 Feb 16, 2021	BUY	$56.73 - $64.27 $5,219 - $5,912	92 Added 106.98%	178 $11,000
Q3 2020 Nov 16, 2020	SELL	$55.0 - $60.45 $27,500 - $30,225	-500 Reduced 85.32%	86 $5,000
Q4 2019 Feb 14, 2020	SELL	$53.52 - $58.4 $642 - $700	-12 Reduced 2.01%	586 $34,000
Q3 2019 Nov 14, 2019	SELL	$52.61 - $55.45 $12,889 - $13,585	-245 Reduced 29.06%	598 $33,000
Q2 2019 Aug 20, 2019	SELL	$52.38 - $55.24 $4,504 - $4,750	-86 Reduced 9.26%	843 $47,000
Q4 2018 Feb 14, 2019	BUY	$47.04 - $54.74 $43,700 - $50,853	929 New	929 $45,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$170 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.8 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.3 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.8 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.3 Million
0.25% of portfolio

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