Global Wealth Management Investment Advisory, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$50.4 - $51.06 $2,016 - $2,042	-40 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$51.04 - $51.35 $2,041 - $2,054	40 New	40 $2,000
Q3 2019 Nov 14, 2019	SELL	$50.22 - $50.52 $1,707 - $1,717	-34 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	34 New	34 $2,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.7M

Call Options Held

Put Options Held

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$492 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.8 Million
0.0% of portfolio

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