Geo Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Geo Wealth Management, LLC holds 39,349 shares of IBDQ stock, worth $989,627. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,349
              Previous 36,731
              
        
           7.13%
        
      
          
        Holding current value
$989,627
            Previous $923,000
            
        
           7.26%
        
      
          
        % of portfolio
0.04%
            Previous 0.04%
          
        Shares
	  3 transactions
	
  Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
- 
    
      Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
- 
    
      Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
- 
    
      Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
- 
    
      Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio