A detailed history of Geo Wealth Management, LLC transactions in Ishares 10+ Year Investment Gr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 17,248 shares of IGLB stock, worth $851,361. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,248
Previous 18,823 8.37%
Holding current value
$851,361
Previous $941,000 1.81%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$49.38 - $54.19 $77,773 - $85,349
-1,575 Reduced 8.37%
17,248 $924,000
Q2 2024

Aug 12, 2024

BUY
$48.62 - $51.19 $129,329 - $136,165
2,660 Added 16.46%
18,823 $941,000
Q1 2024

May 15, 2024

SELL
$50.19 - $52.68 $811,220 - $851,466
-16,163 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$50.19 - $52.68 $846,604 - $888,606
-16,868 Reduced 51.07%
16,163 $832,000
Q4 2023

Feb 13, 2024

SELL
$44.56 - $53.36 $18,447 - $22,091
-414 Reduced 1.24%
33,031 $1.74 Million
Q3 2023

Nov 13, 2023

BUY
$47.14 - $51.79 $774,840 - $851,272
16,437 Added 96.64%
33,445 $1.58 Million
Q2 2023

Aug 10, 2023

BUY
$49.88 - $52.91 $484,035 - $513,438
9,704 Added 132.86%
17,008 $876,000
Q1 2023

May 12, 2023

SELL
$49.79 - $54.15 $55,864 - $60,756
-1,122 Reduced 13.32%
7,304 $383,000
Q4 2022

Feb 13, 2023

BUY
$45.59 - $53.26 $384,141 - $448,768
8,426 New
8,426 $420,000

Others Institutions Holding IGLB

About ISHARES 10+ YEAR INVESTMENT GR


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