Global Wealth Management Investment Advisory, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	BUY	$83.25 - $85.49 $34,632 - $35,563	416 New	416 $35,000
Q1 2020 May 14, 2020	SELL	$84.67 - $86.69 $6,858 - $7,021	-81 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$84.51 - $85.05 $6,845 - $6,889	81 New	81 $7,000
Q3 2019 Nov 14, 2019	SELL	$84.4 - $85.1 $7,764 - $7,829	-92 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	$83.84 - $84.81 $7,713 - $7,802	92 New	92 $8,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

Morgan Stanley New York, NY

37.4M
Shares

$3.07 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.82 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

14M
Shares

$1.15 Billion
0.1% of portfolio
Captrust Financial Advisors Raleigh, NC

8.47M
Shares

$694 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$641 Million
0.05% of portfolio

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

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