Global Wealth Management Investment Advisory, Inc. Ishares Core S&P U.S. Value Et Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$72.65 - $78.26 $8,427 - $9,078	116 New	116 $9,000
Q4 2021 Feb 15, 2022	SELL	$71.13 - $76.45 $2,276 - $2,446	-32 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$69.93 - $74.13 $2,237 - $2,372	32 New	32 $2,000

Others Institutions Holding IUSV

# of Institutions

687

Shares Held

157M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

63.3M
Shares

$5.99 Billion
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$1.22 Billion
0.58% of portfolio
Morgan Stanley New York, NY

8.58M
Shares

$812 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.61M
Shares

$436 Million
5.63% of portfolio
Signaturefd, LLC Atlanta, GA

4.27M
Shares

$404 Million
7.67% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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