Global Wealth Management Investment Advisory, Inc. Ishares S&P 100 ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 20, 2019	SELL	$121.22 - $131.06 $14,788 - $15,989	-122 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$121.7 - $126.45 $730 - $758	6 Added 5.17%	122 $15,000
Q4 2018 Feb 14, 2019	BUY	N/A	116 New	116 $13,000

Others Institutions Holding OEF

# of Institutions

839

Shares Held

35.9M

Call Options Held

9.9K

Put Options Held

26.4K

Bank Of America Corp Charlotte, NC

5.87M
Shares

$1.56 Billion
0.13% of portfolio
Fifth Third Bancorp

2.37M
Shares

$630 Million
2.3% of portfolio
Cresset Asset Management, LLC Chicago, IL

2.21M
Shares

$588 Million
2.29% of portfolio
Jones Financial Companies Lllp

1.88M
Shares

$501 Million
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

1.49M
Shares

$398 Million
0.03% of portfolio

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About ISHARES S&P 100 ETF

Ticker OEF
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