A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,677 shares of IFRA stock, worth $77,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,677
Previous 1,032 62.5%
Holding current value
$77,896
Previous $43,000 81.4%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$41.55 - $46.97 $26,799 - $30,295
645 Added 62.5%
1,677 $78,000
Q2 2024

Aug 12, 2024

BUY
$41.22 - $44.87 $2,184 - $2,378
53 Added 5.41%
1,032 $43,000
Q1 2024

May 15, 2024

SELL
$38.14 - $43.36 $37,339 - $42,449
-979 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$38.14 - $43.36 $37,339 - $42,449
979 New
979 $42,000

Others Institutions Holding IFRA

About ISHARES TR


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