Geo Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

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 2,086 shares of IWM stock, worth $428,693. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,086
Previous 2,670 21.87%
Holding current value
$428,693
Previous $589,000 29.37%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$198.1 - $229.79 $115,690 - $134,197
-584 Reduced 21.87%
2,086 $416,000
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $312,307 - $350,268
1,445 Added 117.96%
2,670 $589,000
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

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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