Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year Investment Gr Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 248,341 shares of SLQD stock, worth $12.4 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

248,341

Previous 240,364 3.32%

Holding current value

$12.4 Million

Previous $11.8 Million 5.8%

% of portfolio

2.71%

Previous 2.76%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$49.07 - $50.44 $391,431 - $402,359	7,977 Added 3.32%	248,341 $12.5 Million
Q2 2024 Aug 05, 2024	BUY	$48.75 - $49.28 $150,198 - $151,831	3,081 Added 1.3%	240,364 $11.8 Million
Q1 2024 May 10, 2024	BUY	$48.97 - $49.36 $375,257 - $378,245	7,663 Added 3.34%	237,283 $11.7 Million
Q4 2023 Feb 05, 2024	BUY	$47.66 - $49.2 $282,766 - $291,903	5,933 Added 2.65%	229,620 $11.3 Million
Q3 2023 Nov 06, 2023	BUY	$47.89 - $48.35 $500,067 - $504,870	10,442 Added 4.9%	223,687 $10.7 Million
Q2 2023 Aug 10, 2023	BUY	$48.08 - $48.64 $899,672 - $910,151	18,712 Added 9.62%	213,245 $10.3 Million
Q1 2023 May 08, 2023	BUY	$47.6 - $48.55 $749,652 - $764,613	15,749 Added 8.81%	194,533 $9.43 Million
Q4 2022 Feb 07, 2023	BUY	$46.96 - $48.14 $457,437 - $468,931	9,741 Added 5.76%	178,784 $8.56 Million
Q3 2022 Nov 09, 2022	BUY	$47.28 - $49.07 $1.21 Million - $1.26 Million	25,592 Added 17.84%	169,043 $8.01 Million
Q3 2022 Oct 19, 2022	SELL	$47.28 - $49.07 $889,762 - $923,448	-18,819 Reduced 11.6%	143,451 $6.8 Million
Q2 2022 Aug 15, 2022	BUY	$47.87 - $49.29 $820,539 - $844,879	17,141 Added 11.81%	162,270 $7.86 Million
Q1 2022 May 17, 2022	BUY	$49.19 - $51.02 $693,185 - $718,973	14,092 Added 10.75%	145,129 $7.16 Million
Q4 2021 Feb 15, 2022	BUY	$50.99 - $51.69 $664,246 - $673,365	13,027 Added 11.04%	131,037 $6.69 Million
Q3 2021 Nov 16, 2021	BUY	$51.65 - $51.91 $815,915 - $820,022	15,797 Added 15.45%	118,010 $6.1 Million
Q2 2021 Aug 11, 2021	BUY	$51.69 - $51.96 $345,857 - $347,664	6,691 Added 7.0%	102,213 $5.3 Million
Q1 2021 May 17, 2021	BUY	$51.61 - $52.18 $631,293 - $638,265	12,232 Added 14.69%	95,522 $4.95 Million
Q4 2020 Feb 16, 2021	BUY	$51.98 - $52.22 $127,195 - $127,782	2,447 Added 3.03%	83,290 $4.35 Million
Q3 2020 Nov 16, 2020	BUY	$52.04 - $52.29 $138,530 - $139,195	2,662 Added 3.4%	80,843 $4.21 Million
Q2 2020 Aug 12, 2020	BUY	$49.8 - $52.12 $284,706 - $297,970	5,717 Added 7.89%	78,181 $4.08 Million
Q1 2020 May 14, 2020	SELL	$45.15 - $51.71 $548,978 - $628,741	-12,159 Reduced 14.37%	72,464 $3.63 Million
Q4 2019 Feb 14, 2020	BUY	$50.91 - $51.22 $239,938 - $241,399	4,713 Added 5.9%	84,623 $4.32 Million
Q3 2019 Nov 14, 2019	BUY	$50.71 - $51.24 $533,317 - $538,891	10,517 Added 15.16%	79,910 $4.09 Million
Q2 2019 Aug 20, 2019	BUY	$50.23 - $50.97 $950,200 - $964,199	18,917 Added 37.48%	69,393 $3.54 Million
Q1 2019 May 10, 2019	BUY	$49.47 - $50.51 $1.33 Million - $1.35 Million	26,799 Added 113.19%	50,476 $2.55 Million
Q4 2018 Feb 14, 2019	BUY	$49.2 - $49.57 $1.16 Million - $1.17 Million	23,677 New	23,677 $1.17 Million

Others Institutions Holding SLQD

# of Institutions

242

Shares Held

24.7M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

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

Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year Investment Gr Transaction History