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

Global Wealth Management Investment Advisory, Inc.

  • $462 Million
  • Q3 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 1,623 shares of DVY stock, worth $224,233. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,623
Holding current value
$224,233
% of portfolio
0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $194,743 - $220,306
1,623 New
1,623 $219,000
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $54,162 - $58,880
478 Added 29.45%
2,101 $258,000
Q4 2023

Feb 05, 2024
BUY
$102.97 - $119.06 $20,594 - $23,812
200 Added 14.05%
1,623 $190,000
Q2 2023

Aug 10, 2023
BUY
$108.5 - $119.27 $154,395 - $169,721
1,423 New
1,423 $161,000
Q2 2022

Aug 15, 2022
SELL
$113.21 - $132.14 $5,320 - $6,210
-47 Reduced 3.15%
1,443 $170,000
Q4 2021

Feb 15, 2022
SELL
$114.37 - $122.59 $1,143 - $1,225
-10 Reduced 0.67%
1,490 $183,000
Q2 2021

Aug 11, 2021
SELL
$114.14 - $123.06 $18,034 - $19,443
-158 Reduced 9.53%
1,500 $175,000
Q1 2021

May 17, 2021
SELL
$94.76 - $115.39 $3,790 - $4,615
-40 Reduced 2.36%
1,658 $189,000
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $23,585 - $28,286
-290 Reduced 14.59%
1,698 $163,000
Q3 2020

Nov 16, 2020
SELL
$77.43 - $86.72 $41,192 - $46,135
-532 Reduced 21.11%
1,988 $162,000
Q2 2020

Aug 12, 2020
SELL
$69.37 - $91.69 $4.94 Million - $6.53 Million
-71,184 Reduced 96.58%
2,520 $203,000
Q1 2020

May 14, 2020
BUY
$62.67 - $107.3 $973,578 - $1.67 Million
15,535 Added 26.71%
73,704 $5.42 Million
Q4 2019

Feb 14, 2020
BUY
$98.25 - $105.76 $269,892 - $290,522
2,747 Added 4.96%
58,169 $6.15 Million
Q3 2019

Nov 14, 2019
BUY
$100.87 - $103.22 $592,712 - $606,520
5,876 Added 11.86%
55,422 $5.65 Million
Q2 2019

Aug 20, 2019
BUY
N/A
10,082 Added 25.55%
49,546 $4.93 Million
Q1 2019

May 10, 2019
BUY
N/A
16,541 Added 72.16%
39,464 $3.88 Million
Q4 2018

Feb 14, 2019
BUY
N/A
22,923 New
22,923 $2.05 Million

Others Institutions Holding DVY

# of Institutions
1,353
Shares Held
70.3M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email