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

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 15,330 shares of IWY stock, worth $3.65 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

15,330

Previous 16,056 4.52%

Holding current value

$3.65 Million

Previous $3.53 Million 2.07%

% of portfolio

0.75%

Previous 0.77%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$216.72 - $244.71 $157,338 - $177,659	-726 Reduced 4.52%	15,330 $3.61 Million
Q3 2024 Oct 30, 2024	SELL	$194.66 - $225.97 $49,832 - $57,848	-256 Reduced 1.57%	16,056 $3.53 Million
Q2 2024 Aug 05, 2024	SELL	$183.56 - $216.15 $219,170 - $258,083	-1,194 Reduced 6.82%	16,312 $3.5 Million
Q1 2024 May 10, 2024	SELL	$170.38 - $196.82 $324,233 - $374,548	-1,903 Reduced 9.8%	17,506 $3.42 Million
Q4 2023 Feb 05, 2024	SELL	$149.01 - $175.92 $434,513 - $512,982	-2,916 Reduced 13.06%	19,409 $3.4 Million
Q3 2023 Nov 06, 2023	SELL	$152.69 - $164.44 $169,485 - $182,528	-1,110 Reduced 4.74%	22,325 $3.43 Million
Q2 2023 Aug 10, 2023	SELL	$136.24 - $158.56 $146,185 - $170,134	-1,073 Reduced 4.38%	23,435 $3.72 Million
Q1 2023 May 08, 2023	SELL	$117.74 - $138.93 $350,865 - $414,011	-2,980 Reduced 10.84%	24,508 $3.4 Million
Q4 2022 Feb 07, 2023	SELL	$117.55 - $131.34 $583,988 - $652,497	-4,968 Reduced 15.31%	27,488 $3.31 Million
Q3 2022 Nov 09, 2022	BUY	$119.49 - $146.95 $614,178 - $755,322	5,140 Added 18.82%	32,456 $3.88 Million
Q3 2022 Oct 19, 2022	SELL	$119.49 - $146.95 $880,880 - $1.08 Million	-7,372 Reduced 21.25%	27,316 $3.26 Million
Q2 2022 Aug 15, 2022	SELL	$120.18 - $161.96 $2.29 Million - $3.09 Million	-19,093 Reduced 35.5%	34,688 $4.34 Million
Q1 2022 May 17, 2022	SELL	$141.01 - $175.1 $746,083 - $926,454	-5,291 Reduced 8.96%	53,781 $8.54 Million
Q4 2021 Feb 15, 2022	SELL	$150.99 - $175.61 $956,521 - $1.11 Million	-6,335 Reduced 9.69%	59,072 $10.2 Million
Q3 2021 Nov 16, 2021	SELL	$151.1 - $163.27 $1.01 Million - $1.09 Million	-6,700 Reduced 9.29%	65,407 $9.99 Million
Q2 2021 Aug 11, 2021	SELL	$136.12 - $150.82 $918,129 - $1.02 Million	-6,745 Reduced 8.55%	72,107 $10.9 Million
Q1 2021 May 17, 2021	SELL	$127.24 - $139.47 $393,935 - $431,799	-3,096 Reduced 3.78%	78,852 $10.6 Million
Q4 2020 Feb 16, 2021	SELL	$116.6 - $133.06 $1.18 Million - $1.34 Million	-10,091 Reduced 10.96%	81,948 $10.9 Million
Q3 2020 Nov 16, 2020	SELL	$108.23 - $131.63 $655,116 - $796,756	-6,053 Reduced 6.17%	92,039 $11.2 Million
Q2 2020 Aug 12, 2020	BUY	$80.54 - $107.61 $284,547 - $380,186	3,533 Added 3.74%	98,092 $10.5 Million
Q1 2020 May 14, 2020	SELL	$73.46 - $106.09 $240,581 - $347,444	-3,275 Reduced 3.35%	94,559 $7.96 Million
Q4 2019 Feb 14, 2020	BUY	$84.75 - $97.05 $98,733 - $113,063	1,165 Added 1.21%	97,834 $9.45 Million
Q3 2019 Nov 14, 2019	BUY	$86.45 - $88.64 $159,586 - $163,629	1,846 Added 1.95%	96,669 $8.42 Million
Q2 2019 Aug 20, 2019	BUY	N/A	5,349 Added 5.98%	94,823 $8.14 Million
Q1 2019 May 10, 2019	BUY	N/A	9,438 Added 11.79%	89,474 $7.36 Million
Q4 2018 Feb 14, 2019	BUY	N/A	80,036 New	80,036 $5.74 Million

Others Institutions Holding IWY

# of Institutions

559

Shares Held

51.6M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account

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