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

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$37.83 - $41.78 $643 - $710	-17 Reduced 3.79%	432 $17,000
Q3 2023 Nov 06, 2023	BUY	$38.81 - $40.84 $465 - $490	12 Added 2.75%	449 $17,000
Q2 2023 Aug 10, 2023	BUY	$39.32 - $40.55 $17,182 - $17,720	437 New	437 $17,000
Q2 2022 Aug 15, 2022	SELL	$38.3 - $43.06 $10,264 - $11,540	-268 Reduced 26.48%	744 $29,000
Q1 2022 May 17, 2022	BUY	$41.74 - $45.45 $1,252 - $1,363	30 Added 3.05%	1,012 $43,000
Q4 2021 Feb 15, 2022	SELL	$44.53 - $46.0 $6,902 - $7,130	-155 Reduced 13.63%	982 $45,000
Q3 2021 Nov 16, 2021	BUY	$44.74 - $45.93 $1,789 - $1,837	40 Added 3.65%	1,137 $51,000
Q2 2021 Aug 11, 2021	SELL	$43.8 - $45.14 $62,064 - $63,963	-1,417 Reduced 56.36%	1,097 $49,000
Q1 2021 May 17, 2021	BUY	$42.87 - $44.08 $32,967 - $33,897	769 Added 44.07%	2,514 $109,000
Q4 2020 Feb 16, 2021	BUY	$40.42 - $43.32 $9,660 - $10,353	239 Added 15.87%	1,745 $75,000
Q3 2020 Nov 16, 2020	SELL	$39.91 - $42.11 $185,142 - $195,348	-4,639 Reduced 75.49%	1,506 $62,000
Q2 2020 Aug 12, 2020	SELL	$35.99 - $40.49 $49,918 - $56,159	-1,387 Reduced 18.41%	6,145 $245,000
Q1 2020 May 14, 2020	BUY	$34.02 - $40.94 $3,912 - $4,708	115 Added 1.55%	7,532 $277,000
Q4 2019 Feb 14, 2020	SELL	$38.71 - $40.3 $32,826 - $34,174	-848 Reduced 10.26%	7,417 $298,000
Q3 2019 Nov 14, 2019	SELL	$38.32 - $39.31 $306 - $314	-8 Reduced 0.1%	8,265 $325,000
Q2 2019 Aug 20, 2019	SELL	$37.75 - $39.08 $112,797 - $116,771	-2,988 Reduced 26.53%	8,273 $323,000
Q1 2019 May 10, 2019	SELL	$35.53 - $38.06 $109,823 - $117,643	-3,091 Reduced 21.54%	11,261 $429,000
Q4 2018 Feb 14, 2019	BUY	$35.24 - $37.92 $505,764 - $544,227	14,352 New	14,352 $512,000

Others Institutions Holding AOM

# of Institutions

274

Shares Held

13.8M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$117 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$47 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$41.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$40.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$31.5 Million
0.01% of portfolio

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