A detailed history of Geo Wealth Management, LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Geo Wealth Management, LLC holds 19,330 shares of IBHD stock, worth $447,102. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,330
Previous 11,006 75.63%
Holding current value
$447,102
Previous $255,000 76.47%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$23.16 - $23.38 $447,682 - $451,935
-19,330 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$23.16 - $23.38 $192,783 - $194,615
8,324 Added 75.63%
19,330 $450,000
Q4 2023

Feb 13, 2024

BUY
$23.0 - $23.3 $253,138 - $256,439
11,006 New
11,006 $255,000

Others Institutions Holding IBHD

About ISHARES IBONDS 2024 TERM HIGH


  • Ticker IBHD
  • Sector ETFs
  • Industry ETFs
More about IBHD
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.