Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 220 shares of IYF stock, worth $26,107. This represents 0.0% of its overall portfolio holdings.

Number of Shares

220

Holding current value

$26,107

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$93.83 - $105.05 $20,642 - $23,111	220 New	220 $22,000

Others Institutions Holding IYF

# of Institutions

443

Shares Held

18.4M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.9M
Shares

$226 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$198 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$152 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$142 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$91.3 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Geo Wealth Management, LLC Ishares Tr Transaction History