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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$67.96 - $84.37 $7,407 - $9,196	-109 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$78.62 - $91.32 $8,569 - $9,953	109 New	109 $9,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

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