Global Wealth Management Investment Advisory, Inc. Ishares Trust Ishares 5 10 Yea Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$50.09 - $51.62 $7,012 - $7,226	140 New	140 $7,000
Q3 2021 Nov 16, 2021	BUY	$60.06 - $61.16 $8,408 - $8,562	140 New	140 $8,000
Q3 2020 Nov 16, 2020	SELL	$60.3 - $61.57 $4,763 - $4,864	-79 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$50.43 - $60.2 $3,580 - $4,274	-71 Reduced 47.33%	79 $4,000
Q4 2019 Feb 14, 2020	BUY	$57.47 - $58.27 $4,080 - $4,137	71 Added 89.87%	150 $9,000
Q3 2019 Nov 14, 2019	SELL	$56.54 - $58.42 $28,891 - $29,852	-511 Reduced 86.61%	79 $5,000
Q2 2019 Aug 20, 2019	BUY	$54.67 - $56.95 $32,255 - $33,600	590 New	590 $34,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.84 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$562 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$441 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$388 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$378 Million
5.14% of portfolio

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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