Geo Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 68 shares of IWD stock, worth $12,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$12,805

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$182.82 - $196.21 $12,431 - $13,342	68 New	68 $12,000
Q2 2024 Aug 12, 2024	BUY	$169.4 - $179.05 $268,668 - $283,973	1,586 New	1,586 $276,000
Q1 2023 May 12, 2023	SELL	$145.2 - $161.56 $7,550 - $8,401	-52 Reduced 92.86%	4 $1,000
Q4 2022 Feb 13, 2023	SELL	$136.78 - $158.99 $32,553 - $37,839	-238 Reduced 80.95%	56 $8,000
Q3 2022 Nov 14, 2022	BUY	$135.99 - $161.15 $7,479 - $8,863	55 Added 23.01%	294 $40,000
Q2 2022 Aug 12, 2022	SELL	$140.99 - $168.41 $10,292 - $12,293	-73 Reduced 23.4%	239 $34,000
Q1 2022 May 13, 2022	SELL	$157.15 - $170.51 $1,571 - $1,705	-10 Reduced 3.11%	312 $51,000
Q4 2021 Feb 14, 2022	BUY	$157.12 - $168.08 $6,127 - $6,555	39 Added 13.78%	322 $55,000
Q3 2021 Nov 12, 2021	BUY	$154.62 - $164.07 $43,757 - $46,431	283 New	283 $44,000

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History