Geo Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 10,024 shares of IWR stock, worth $953,081. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,024
Previous 9,284 7.97%
Holding current value
$953,081
Previous $789,000 16.73%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$74.88 - $91.97 $55,411 - $68,057
740 Added 7.97%
10,024 $921,000
Q1 2025

May 09, 2025
SELL
$82.81 - $92.93 $2,815 - $3,159
-34 Reduced 0.36%
9,284 $789,000
Q4 2024

Feb 13, 2025
BUY
$87.25 - $95.52 $812,733 - $889,768
9,315 Added 310500.0%
9,318 $823,000
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $239 - $264
3 New
3 $0

Others Institutions Holding IWR

# of Institutions
1,617
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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