Global Wealth Management Investment Advisory, Inc. Ishares Russell2000 Val ETF 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	$128.93 - $142.33 $2,191 - $2,419	17 New	17 $2,000
Q1 2019 May 10, 2019	SELL	$107.18 - $125.8 $2,143 - $2,516	-20 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$102.04 - $131.92 $2,040 - $2,638	20 New	20 $2,000

Others Institutions Holding IWN

# of Institutions

999

Shares Held

59.4M

Call Options Held

280K

Put Options Held

140K

Bank Of America Corp Charlotte, NC

6.67M
Shares

$1.11 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.91M
Shares

$817 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.63M
Shares

$438 Million
1.24% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$416 Million
1.27% of portfolio
Jones Financial Companies Lllp

2.48M
Shares

$412 Million
0.44% of portfolio

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About ISHARES RUSSELL2000 VAL ETF

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