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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$110.7 - $110.74 $11,512 - $11,516	-104 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$110.45 - $111.07 $8,173 - $8,219	-74 Reduced 41.57%	104 $12,000
Q4 2019 Feb 14, 2020	BUY	$110.39 - $110.72 $8,168 - $8,193	74 Added 71.15%	178 $20,000
Q3 2019 Nov 14, 2019	SELL	$110.45 - $110.67 $67,374 - $67,508	-610 Reduced 85.43%	104 $12,000
Q2 2019 Aug 20, 2019	BUY	$110.35 - $110.67 $78,789 - $79,018	714 New	714 $79,000
Q1 2019 May 10, 2019	SELL	$110.31 - $110.57 $89,682 - $89,893	-813 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$110.21 - $110.47 $89,600 - $89,812	813 New	813 $90,000

Others Institutions Holding SHV

# of Institutions

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$994 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$834 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$688 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$409 Million
0.09% of portfolio

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