Global Wealth Management Investment Advisory, Inc. Ishares Tr Russell 1000 ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$221.85 - $243.74 $18,413 - $20,230	83 New	83 $20,000
Q3 2021 Nov 16, 2021	BUY	$239.32 - $255.42 $19,863 - $21,199	83 New	83 $20,000

Others Institutions Holding IWB

# of Institutions

1,397

Shares Held

92.9M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.11 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.43 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.22 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.04 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$945 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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