Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year High Yield CO Transaction History

Global Wealth Management Investment Advisory, Inc.

$490 Million
Q1 2025

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	SELL	$43.01 - $45.26 $301 - $316	-7 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$44.73 - $45.64 $313 - $319	7 New	7 $0
Q2 2021 Aug 11, 2021	SELL	$45.56 - $46.09 $3,508 - $3,548	-77 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$42.81 - $44.47 $1,840 - $1,912	-43 Reduced 35.83%	77 $3,000
Q3 2019 Nov 14, 2019	BUY	$45.9 - $46.68 $3,534 - $3,594	77 Added 179.07%	120 $6,000
Q2 2019 Aug 20, 2019	SELL	$45.76 - $46.86 $3,843 - $3,936	-84 Reduced 66.14%	43 $2,000
Q1 2019 May 10, 2019	BUY	$44.49 - $46.71 $2,758 - $2,896	62 Added 95.38%	127 $6,000
Q4 2018 Feb 14, 2019	BUY	$43.9 - $46.94 $2,853 - $3,051	65 New	65 $3,000

Others Institutions Holding SHYG

# of Institutions

594

Shares Held

124M

Call Options Held

Put Options Held

Royal Bank Of Canada Toronto, A6

12.9M
Shares

$555 Million
0.12% of portfolio
Assetmark, Inc

10.4M
Shares

$446 Million
1.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

9.14M
Shares

$392 Million
1.28% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$346 Million
1.6% of portfolio
Japan Science & Technology Agency Tokyo, M0

4.45M
Shares

$191 Million
3.05% of portfolio

View Full List

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