Geo Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$52.98 - $58.68 $233,006 - $258,074	-4,398 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$51.81 - $55.72 $227,860 - $245,056	4,398 New	4,398 $241,000

Others Institutions Holding IWX

# of Institutions

149

Shares Held

40M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

9.47M
Shares

$709 Million
2.21% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$608 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.1M
Shares

$531 Million
2.14% of portfolio
First Citizens Bank & Trust CO

6.65M
Shares

$498 Million
8.17% of portfolio
Ae Wealth Management LLC

914K
Shares

$68.4 Million
0.86% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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