Global Wealth Management Investment Advisory, Inc. Ishares Barclays Transaction History

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$98.15 - $106.65 $7,950 - $8,638	-81 Reduced 71.05%	33 $3,000
Q1 2022 May 17, 2022	BUY	$106.08 - $113.93 $12,093 - $12,988	114 New	114 $12,000
Q2 2021 Aug 11, 2021	SELL	$113.04 - $115.78 $1,243 - $1,273	-11 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$110.73 - $121.48 $2,436 - $2,672	-22 Reduced 66.67%	11 $1,000
Q4 2019 Feb 14, 2020	BUY	$110.18 - $113.81 $2,423 - $2,503	22 Added 200.0%	33 $4,000
Q2 2019 Aug 20, 2019	SELL	$105.05 - $110.09 $5,252 - $5,504	-50 Reduced 81.97%	11 $1,000
Q1 2019 May 10, 2019	BUY	$103.43 - $106.84 $6,309 - $6,517	61 New	61 $7,000

Others Institutions Holding IEF

# of Institutions

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.61 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.51 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.09 Billion
0.29% of portfolio

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