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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 20, 2019	SELL	$180.7 - $197.36 $180 - $197	-1 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$174.36 - $196.3 $12,030 - $13,544	-69 Reduced 98.57%	1 $0
Q4 2018 Feb 14, 2019	BUY	$170.02 - $204.02 $11,901 - $14,281	70 New	70 $13,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

Morgan Stanley New York, NY

2.17M
Shares

$130 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$105 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.6M
Shares

$96 Million
0.05% of portfolio
Ubs Group Ag

1.48M
Shares

$88.4 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

1.18M
Shares

$70.5 Million
0.07% of portfolio

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About ISHARES TR

Ticker IYH
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