Geo Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,145 shares of IGV stock, worth $107,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,145

Holding current value

$107,160

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.5 - $110.17 $100,187 - $126,144	1,145 New	1,145 $114,000
Q2 2022 Aug 12, 2022	SELL	$257.24 - $353.96 $996,547 - $1.37 Million	-3,874 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$302.28 - $393.09 $65,292 - $84,907	-216 Reduced 5.28%	3,874 $1.34 Million
Q4 2021 Feb 14, 2022	SELL	$384.52 - $446.52 $4,614 - $5,358	-12 Reduced 0.29%	4,090 $1.63 Million
Q3 2021 Nov 12, 2021	SELL	$386.87 - $428.17 $21,277 - $23,549	-55 Reduced 1.32%	4,102 $1.64 Million
Q2 2021 Aug 17, 2021	BUY	$333.59 - $395.13 $1.39 Million - $1.64 Million	4,157 New	4,157 $1.62 Million
Q1 2021 May 13, 2021	SELL	$326.82 - $385.88 $1.34 Million - $1.59 Million	-4,111 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$302.67 - $365.08 $1.24 Million - $1.5 Million	4,111 New	4,111 $1.46 Million

Others Institutions Holding IGV

# of Institutions

703

Shares Held

55.3M

Call Options Held

8.71M

Put Options Held

3.48M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

More about IGV

Track This Portfolio

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.

Account

Geo Wealth Management, LLC Ishares Expanded Tech Software Transaction History