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

243

Shares Held

24.9M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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