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

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$45.91 - $58.84 $9,044 - $11,591	-197 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$35.91 - $53.46 $7,074 - $10,531	197 New	197 $10,000

Others Institutions Holding IEO

# of Institutions

171

Shares Held

2.18M

Call Options Held

73.6K

Put Options Held

4.8K

Morgan Stanley New York, NY

342K
Shares

$32.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

147K
Shares

$13.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

112K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$9.54 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

82.3K
Shares

$7.78 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

Track This Portfolio

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.

Account