A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,571 shares of IVLU stock, worth $43,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,571
Holding current value
$43,658
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$26.43 - $29.86 $41,521 - $46,910
1,571 New
1,571 $46,000
Q4 2022

Feb 13, 2023

SELL
$19.77 - $23.67 $7,848 - $9,396
-397 Reduced 4.66%
8,128 $188,000
Q3 2022

Nov 14, 2022

SELL
$19.73 - $23.14 $6,550 - $7,682
-332 Reduced 3.75%
8,525 $166,000
Q2 2022

Aug 12, 2022

BUY
$22.18 - $25.72 $10,956 - $12,705
494 Added 5.91%
8,857 $198,000
Q1 2022

May 13, 2022

BUY
$23.38 - $27.26 $195,526 - $227,975
8,363 New
8,363 $215,000

Others Institutions Holding IVLU

About ISHARES TR EDGE MSCI INTL VALU


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