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

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 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 142,994 shares of IEFA stock, worth $10.6 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

142,994

Previous 133,446 7.15%

Holding current value

$10.6 Million

Previous $10.4 Million 3.51%

% of portfolio

2.09%

Previous 2.26%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$70.06 - $77.43 $668,932 - $739,301	9,548 Added 7.15%	142,994 $10 Million
Q3 2024 Oct 30, 2024	BUY	$70.09 - $78.74 $329,843 - $370,550	4,706 Added 3.66%	133,446 $10.4 Million
Q2 2024 Aug 05, 2024	SELL	$70.77 - $76.19 $1.23 Million - $1.33 Million	-17,406 Reduced 11.91%	128,740 $9.35 Million
Q1 2024 May 10, 2024	BUY	$68.14 - $74.43 $7,836 - $8,559	115 Added 0.08%	146,146 $10.8 Million
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $154,108 - $177,161	2,514 Added 1.75%	146,031 $10.3 Million
Q3 2023 Nov 06, 2023	BUY	$64.04 - $69.58 $499,383 - $542,584	7,798 Added 5.75%	143,517 $9.24 Million
Q2 2023 Aug 10, 2023	BUY	$66.03 - $69.1 $1.05 Million - $1.1 Million	15,865 Added 13.24%	135,719 $9.16 Million
Q1 2023 May 08, 2023	BUY	$62.17 - $67.7 $1.35 Million - $1.47 Million	21,663 Added 22.06%	119,854 $8.01 Million
Q4 2022 Feb 07, 2023	SELL	$52.35 - $63.65 $1.6 Million - $1.94 Million	-30,505 Reduced 23.7%	98,191 $6.05 Million
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $1.05 Million - $1.27 Million	20,138 Added 18.55%	128,696 $6.78 Million
Q3 2022 Oct 19, 2022	SELL	$52.32 - $63.1 $1.97 Million - $2.38 Million	-37,720 Reduced 25.79%	108,558 $5.72 Million
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $455,809 - $554,590	7,871 Added 5.69%	146,278 $8.61 Million
Q1 2022 May 17, 2022	BUY	$63.26 - $75.48 $762,283 - $909,534	12,050 Added 9.54%	138,407 $9.62 Million
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $680,690 - $731,488	9,407 Added 8.04%	126,357 $9.43 Million
Q3 2021 Nov 16, 2021	BUY	$72.98 - $78.2 $880,430 - $943,404	12,064 Added 11.5%	116,950 $8.68 Million
Q2 2021 Aug 11, 2021	BUY	$73.11 - $77.88 $247,038 - $263,156	3,379 Added 3.33%	104,886 $7.85 Million
Q1 2021 May 17, 2021	BUY	$68.58 - $73.12 $156,705 - $167,079	2,285 Added 2.3%	101,507 $7.31 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $20,984 - $25,165	361 Added 0.37%	99,222 $6.86 Million
Q3 2020 Nov 16, 2020	BUY	$57.43 - $62.28 $118,994 - $129,044	2,072 Added 2.14%	98,861 $5.96 Million
Q2 2020 Aug 12, 2020	BUY	$47.43 - $60.75 $73,137 - $93,676	1,542 Added 1.62%	96,789 $5.53 Million
Q1 2020 May 14, 2020	BUY	$43.31 - $66.12 $604,391 - $922,704	13,955 Added 17.17%	95,247 $4.75 Million
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $238,449 - $263,153	4,017 Added 5.2%	81,292 $5.3 Million
Q3 2019 Nov 14, 2019	BUY	$57.44 - $62.42 $470,203 - $510,970	8,186 Added 11.85%	77,275 $4.72 Million
Q2 2019 Aug 20, 2019	BUY	$59.39 - $62.73 $820,710 - $866,865	13,819 Added 25.0%	69,089 $4.24 Million
Q1 2019 May 10, 2019	BUY	$54.44 - $61.46 $287,552 - $324,631	5,282 Added 10.57%	55,270 $3.36 Million
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $2.65 Million - $3.21 Million	49,988 New	49,988 $2.75 Million

Others Institutions Holding IEFA

# of Institutions

2,040

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

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