A detailed history of Geo Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,225 shares of IWM stock, worth $271,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,225
Previous 1,202 1.91%
Holding current value
$271,852
Previous $243,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$200.87 - $224.6 $4,620 - $5,165
23 Added 1.91%
1,225 $270,000
Q2 2024

Aug 12, 2024

SELL
$192.84 - $209.44 $2,314 - $2,513
-12 Reduced 0.99%
1,202 $243,000
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $186,637 - $207,145
-985 Reduced 81.14%
229 $48,000
Q1 2024

May 15, 2024

BUY
$189.48 - $210.3 $31,264 - $34,699
165 Added 15.73%
1,214 $255,000
Q4 2023

Feb 13, 2024

BUY
$162.21 - $204.82 $24,169 - $30,518
149 Added 16.56%
1,049 $210,000
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $11,333 - $12,916
65 Added 7.78%
900 $159,000
Q2 2023

Aug 10, 2023

BUY
$170.4 - $187.93 $55,891 - $61,641
328 Added 64.69%
835 $156,000
Q1 2023

May 12, 2023

BUY
$170.25 - $198.32 $86,316 - $100,548
507 New
507 $90,000
Q3 2021

Nov 12, 2021

SELL
$211.73 - $231.39 $77,069 - $84,225
-364 Closed
0 $0
Q2 2021

Aug 17, 2021

SELL
$211.85 - $232.89 $2.47 Million - $2.72 Million
-11,670 Reduced 96.98%
364 $83,000
Q1 2021

May 13, 2021

SELL
$193.5 - $234.42 $654,997 - $793,511
-3,385 Reduced 21.95%
12,034 $2.66 Million
Q4 2020

Feb 12, 2021

BUY
$152.18 - $199.14 $776,270 - $1.02 Million
5,101 Added 49.44%
15,419 $3.04 Million
Q3 2020

Nov 13, 2020

BUY
$139.07 - $158.46 $298,583 - $340,213
2,147 Added 26.28%
10,318 $1.54 Million
Q2 2020

Aug 14, 2020

BUY
$104.62 - $153.09 $854,850 - $1.25 Million
8,171 New
8,171 $1.17 Million
Q4 2019

Feb 13, 2020

SELL
$146.46 - $166.68 $408,916 - $465,370
-2,792 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$144.85 - $157.9 $404,421 - $440,856
2,792 New
2,792 $423,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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