Global Wealth Management Investment Advisory, Inc. Ishares Russell Mid Cap ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$67.49 - $73.03 $62,765 - $67,917	930 New	930 $67,000
Q3 2021 Nov 16, 2021	BUY	$76.44 - $82.59 $18,269 - $19,739	239 Added 25.7%	1,169 $91,000
Q1 2021 May 17, 2021	SELL	$67.45 - $75.68 $9,308 - $10,443	-138 Reduced 12.92%	930 $69,000
Q3 2020 Nov 16, 2020	SELL	$53.47 - $60.19 $21,388 - $24,076	-400 Reduced 27.25%	1,068 $61,000
Q2 2020 Aug 12, 2020	SELL	$40.64 - $57.63 $16,256 - $23,052	-400 Reduced 21.41%	1,468 $79,000
Q2 2019 Aug 20, 2019	SELL	$52.53 - $56.11 $13,027 - $13,915	-248 Reduced 11.72%	1,868 $104,000
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $92,469 - $116,274	2,116 New	2,116 $98,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.41 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.93 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.04 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.93 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.23 Billion
0.76% of portfolio

View Full List

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