Global Wealth Management Investment Advisory, Inc. Ishares S&P 500 Growth ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$52.42 - $62.43 $5,713 - $6,804	-109 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$36.14 - $52.65 $1,011 - $1,474	-28 Reduced 20.44%	109 $18,000
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $1,224 - $1,361	28 Added 25.69%	137 $26,000
Q2 2019 Aug 20, 2019	SELL	$41.95 - $45.26 $4,614 - $4,978	-110 Reduced 50.23%	109 $19,000
Q1 2019 May 10, 2019	BUY	$36.63 - $43.33 $4,029 - $4,766	110 Added 100.92%	219 $38,000
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $3,831 - $4,842	109 New	109 $16,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.78 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.65 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.25 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.87 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.51 Billion
0.35% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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