Global Wealth Management Investment Advisory, Inc. Ishares Tr Russell 200 Value E Transaction History

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 25,167 shares of IWX stock, worth $2.06 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
25,167
Previous 26,270 4.2%
Holding current value
$2.06 Million
Previous $2.08 Million 0.39%
% of portfolio
0.42%
Previous 0.43%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$78.54 - $84.86 $86,629 - $93,600
-1,103 Reduced 4.2%
25,167 $2.07 Million
Q4 2024

Jan 29, 2025
SELL
$78.25 - $85.17 $26,370 - $28,702
-337 Reduced 1.27%
26,270 $2.08 Million
Q3 2024

Oct 30, 2024
SELL
$74.49 - $81.27 $29,572 - $32,264
-397 Reduced 1.47%
26,607 $2.16 Million
Q2 2024

Aug 05, 2024
SELL
$72.57 - $76.65 $105,879 - $111,832
-1,459 Reduced 5.13%
27,004 $2.02 Million
Q1 2024

May 10, 2024
SELL
$69.24 - $76.32 $144,365 - $159,127
-2,085 Reduced 6.83%
28,463 $2.17 Million
Q4 2023

Feb 05, 2024
SELL
$62.27 - $70.35 $293,727 - $331,840
-4,717 Reduced 13.38%
30,548 $2.14 Million
Q3 2023

Nov 06, 2023
SELL
$65.37 - $69.65 $198,267 - $211,248
-3,033 Reduced 7.92%
35,265 $2.31 Million
Q2 2023

Aug 10, 2023
SELL
$64.02 - $67.44 $84,442 - $88,953
-1,319 Reduced 3.33%
38,298 $2.58 Million
Q1 2023

May 08, 2023
SELL
$62.44 - $68.0 $260,936 - $284,172
-4,179 Reduced 9.54%
39,617 $2.58 Million
Q4 2022

Feb 07, 2023
SELL
$58.03 - $67.72 $488,786 - $570,405
-8,423 Reduced 16.13%
43,796 $2.85 Million
Q3 2022

Nov 09, 2022
BUY
$57.71 - $67.79 $480,782 - $564,758
8,331 Added 18.98%
52,219 $3.01 Million
Q3 2022

Oct 19, 2022
SELL
$57.71 - $67.79 $756,635 - $888,794
-13,111 Reduced 23.0%
43,888 $2.53 Million
Q2 2022

Aug 15, 2022
SELL
$59.87 - $70.62 $2.02 Million - $2.39 Million
-33,780 Reduced 37.21%
56,999 $3.52 Million
Q1 2022

May 17, 2022
SELL
$66.32 - $71.56 $1.03 Million - $1.12 Million
-15,588 Reduced 14.65%
90,779 $6.32 Million
Q4 2021

Feb 15, 2022
SELL
$65.77 - $70.18 $724,325 - $772,892
-11,013 Reduced 9.38%
106,367 $7.45 Million
Q3 2021

Nov 16, 2021
SELL
$65.07 - $68.62 $1.42 Million - $1.5 Million
-21,787 Reduced 15.66%
117,380 $7.71 Million
Q2 2021

Aug 11, 2021
SELL
$64.11 - $67.99 $255,991 - $271,484
-3,993 Reduced 2.79%
139,167 $9.25 Million
Q1 2021

May 17, 2021
SELL
$57.19 - $63.99 $74,861 - $83,762
-1,309 Reduced 0.91%
143,160 $9.12 Million
Q4 2020

Feb 16, 2021
SELL
$49.56 - $57.92 $243,835 - $284,966
-4,920 Reduced 3.29%
144,469 $8.37 Million
Q3 2020

Nov 16, 2020
BUY
$48.54 - $53.66 $990,021 - $1.09 Million
20,396 Added 15.81%
149,389 $7.63 Million
Q2 2020

Aug 12, 2020
BUY
$42.08 - $54.12 $292,203 - $375,809
6,944 Added 5.69%
128,993 $6.3 Million
Q1 2020

May 14, 2020
BUY
$38.08 - $59.28 $177,224 - $275,889
4,654 Added 3.96%
122,049 $5.38 Million
Q4 2019

Feb 14, 2020
SELL
$52.98 - $58.68 $322,807 - $357,537
-6,093 Reduced 4.93%
117,395 $6.87 Million
Q3 2019

Nov 14, 2019
BUY
$51.81 - $55.72 $72,326 - $77,785
1,396 Added 1.14%
123,488 $6.76 Million
Q2 2019

Aug 20, 2019
BUY
$50.99 - $54.59 $238,684 - $255,535
4,681 Added 3.99%
122,092 $6.6 Million
Q1 2019

May 10, 2019
BUY
$46.94 - $53.36 $239,487 - $272,242
5,102 Added 4.54%
117,411 $6.17 Million
Q4 2018

Feb 14, 2019
BUY
$44.99 - $54.19 $5.05 Million - $6.09 Million
112,309 New
112,309 $5.37 Million

Others Institutions Holding IWX

# of Institutions
234
Shares Held
49.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

IWX Quotes by TradingView
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