Global Wealth Management Investment Advisory, Inc. Ishares Russell 1000 Val ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$148.55 - $157.83 $88,684 - $94,224	597 New	597 $94,000
Q1 2021 May 17, 2021	BUY	$134.89 - $153.0 $74,594 - $84,609	553 New	553 $84,000
Q1 2019 May 10, 2019	SELL	N/A	-117 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	117 New	117 $13,000

Others Institutions Holding IWD

# of Institutions

1,718

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.21 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$5.95 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.84 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.74 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.6 Billion
0.13% of portfolio

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