A detailed history of Geo Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Geo Wealth Management, LLC holds 117,995 shares of ESGD stock, worth $9.15 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
117,995
Previous 110,833 6.46%
Holding current value
$9.15 Million
Previous $8.73 Million 13.74%
% of portfolio
0.36%
Previous 0.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$75.63 - $84.89 $541,662 - $607,982
7,162 Added 6.46%
117,995 $9.93 Million
Q2 2024

Aug 12, 2024

SELL
$76.22 - $82.36 $377,670 - $408,093
-4,955 Reduced 4.28%
110,833 $8.73 Million
Q1 2024

May 15, 2024

SELL
$73.39 - $80.18 $73,463 - $80,260
-1,001 Reduced 0.86%
114,787 $9.17 Million
Q1 2024

May 15, 2024

BUY
$73.39 - $80.18 $8.42 Million - $9.19 Million
114,672 Added 10275.27%
115,788 $9.25 Million
Q4 2023

Feb 13, 2024

BUY
$65.9 - $75.7 $65 - $75
1 Added 0.09%
1,116 $84,000
Q3 2023

Nov 13, 2023

SELL
$68.87 - $74.82 $3,374 - $3,666
-49 Reduced 4.21%
1,115 $77,000
Q2 2023

Aug 10, 2023

BUY
$70.97 - $74.19 $3,051 - $3,190
43 Added 3.84%
1,164 $84,000
Q1 2023

May 12, 2023

SELL
$66.27 - $72.39 $7,355 - $8,035
-111 Reduced 9.01%
1,121 $80,000
Q4 2022

Feb 13, 2023

BUY
$55.83 - $67.96 $68,782 - $83,726
1,232 New
1,232 $80,000
Q1 2022

May 13, 2022

SELL
$67.21 - $80.45 $10,820 - $12,952
-161 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$76.64 - $82.32 $12,339 - $13,253
161 New
161 $14,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.