Global Wealth Management Investment Advisory, Inc. Ishares Tr Mtg Real Estate ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 16, 2021	SELL	$34.95 - $37.35 $5,242 - $5,602	-150 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$23.25 - $27.33 $5,742 - $6,750	-247 Reduced 62.22%	150 $4,000
Q1 2020 May 14, 2020	BUY	$16.3 - $48.35 $4,026 - $11,942	247 Added 164.67%	397 $7,000
Q3 2019 Nov 14, 2019	BUY	$40.35 - $43.41 $6,052 - $6,511	150 New	150 $6,000
Q2 2019 Aug 20, 2019	SELL	$41.23 - $44.37 $9,524 - $10,249	-231 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$38.44 - $43.78 $8,879 - $10,113	231 New	231 $9,000

Others Institutions Holding REM

# of Institutions

132

Shares Held

8.11M

Call Options Held

131K

Put Options Held

352K

Morgan Stanley New York, NY

1.2M
Shares

$27.8 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

847K
Shares

$19.6 Million
2.59% of portfolio
Wells Fargo & Company San Francisco, CA

772K
Shares

$17.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

586K
Shares

$13.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$10.5 Million
0.0% of portfolio

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