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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	SELL	$100.79 - $107.06 $1,612 - $1,712	-16 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$107.03 - $108.32 $1,712 - $1,733	16 New	16 $2,000
Q2 2021 Aug 11, 2021	SELL	$107.91 - $108.86 $755 - $762	-7 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$110.22 - $110.82 $3,086 - $3,102	-28 Reduced 80.0%	7 $1,000
Q2 2020 Aug 12, 2020	SELL	$109.82 - $111.24 $26,356 - $26,697	-240 Reduced 87.27%	35 $4,000
Q1 2020 May 14, 2020	BUY	$105.3 - $110.44 $12,741 - $13,363	121 Added 78.57%	275 $30,000
Q4 2019 Feb 14, 2020	BUY	$107.72 - $108.39 $12,818 - $12,898	119 Added 340.0%	154 $17,000
Q3 2019 Nov 14, 2019	SELL	$107.22 - $108.5 $18,870 - $19,096	-176 Reduced 83.41%	35 $4,000
Q2 2019 Aug 20, 2019	BUY	$105.63 - $107.66 $18,062 - $18,409	171 Added 427.5%	211 $23,000
Q1 2019 May 10, 2019	BUY	$104.56 - $106.49 $4,182 - $4,259	40 New	40 $4,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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