Geo Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 765 shares of IWS stock, worth $97,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares
765
Previous 11,126 93.12%
Holding current value
$97,805
Previous $1.44 Million 93.33%
% of portfolio
0.0%
Previous 0.05%

Shares

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

May 09, 2025
SELL
$122.59 - $135.24 $1.27 Million - $1.4 Million
-10,361 Reduced 93.12%
765 $96,000
Q4 2024

Feb 13, 2025
BUY
$128.08 - $140.32 $84,404 - $92,470
659 Added 6.3%
11,126 $1.44 Million
Q3 2024

Nov 12, 2024
BUY
$119.52 - $132.25 $98,245 - $108,709
822 Added 8.52%
10,467 $1.38 Million
Q2 2024

Aug 12, 2024
BUY
$117.31 - $125.13 $1.13 Million - $1.21 Million
9,645 New
9,645 $1.16 Million
Q1 2022

May 13, 2022
SELL
$112.23 - $123.59 $173,283 - $190,822
-1,544 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$114.04 - $122.75 $11,289 - $12,152
-99 Reduced 6.03%
1,544 $189,000
Q3 2021

Nov 12, 2021
SELL
$110.67 - $119.04 $607,688 - $653,648
-5,491 Reduced 76.97%
1,643 $186,000
Q2 2021

Aug 17, 2021
BUY
$110.51 - $117.85 $135,043 - $144,012
1,222 Added 20.67%
7,134 $822,000
Q1 2021

May 13, 2021
SELL
$95.27 - $111.97 $1.92 Million - $2.26 Million
-20,150 Reduced 77.32%
5,912 $647,000
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $2.03 Million - $2.44 Million
25,131 Added 2699.36%
26,062 $2.53 Million
Q3 2020

Nov 13, 2020
BUY
$74.79 - $85.06 $69,629 - $79,190
931 New
931 $75,000
Q4 2019

Feb 13, 2020
SELL
$86.25 - $94.77 $242,448 - $266,398
-2,811 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$84.39 - $91.13 $237,220 - $256,166
2,811 New
2,811 $252,000

Others Institutions Holding IWS

# of Institutions
1,023
Shares Held
97.6M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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