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

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	$32.09 - $45.18 $3,209 - $4,518	-100 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	100 New	100 $11,000

Others Institutions Holding IYG

# of Institutions

249

Shares Held

12.5M

Call Options Held

9.2K

Put Options Held

2.4K

Envestnet Asset Management Inc

1.51M
Shares

$107 Million
0.03% of portfolio
River Front Investment Group, LLC Richmond, VA

1.45M
Shares

$102 Million
2.56% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$79.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$67.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$42.5 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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