Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 13,514 shares of IYG stock, worth $1.17 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,514

Previous 14,252 5.18%

Holding current value

$1.17 Million

Previous $1.11 Million 4.24%

% of portfolio

0.05%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$74.6 - $84.81 $55,054 - $62,589	-738 Reduced 5.18%	13,514 $1.06 Million
Q4 2024 Feb 13, 2025	SELL	$70.24 - $82.34 $792,869 - $929,453	-11,288 Reduced 44.2%	14,252 $1.11 Million
Q3 2024 Nov 12, 2024	SELL	$64.2 - $71.76 $36,080 - $40,329	-562 Reduced 2.15%	25,540 $1.81 Million
Q2 2024 Aug 12, 2024	SELL	$62.27 - $67.11 $13,823 - $14,898	-222 Reduced 0.84%	26,102 $1.7 Million
Q1 2024 May 15, 2024	SELL	$63.91 - $191.92 $1.68 Million - $5.05 Million	-26,324 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$63.91 - $191.92 $920,495 - $2.76 Million	14,403 Added 120.82%	26,324 $1.75 Million
Q4 2023 Feb 13, 2024	BUY	$145.02 - $179.81 $449,707 - $557,590	3,101 Added 35.16%	11,921 $2.14 Million
Q3 2023 Nov 13, 2023	SELL	$154.42 - $169.5 $25,633 - $28,137	-166 Reduced 1.85%	8,820 $1.36 Million
Q2 2023 Aug 10, 2023	BUY	$144.44 - $157.99 $115,118 - $125,918	797 Added 9.73%	8,986 $1.42 Million
Q1 2023 May 12, 2023	SELL	$145.23 - $176.24 $547,662 - $664,601	-3,771 Reduced 31.53%	8,189 $1.24 Million
Q4 2022 Feb 13, 2023	SELL	$46.92 - $169.19 $278,610 - $1 Million	-5,938 Reduced 33.18%	11,960 $1.88 Million
Q3 2022 Nov 14, 2022	SELL	$47.08 - $57.16 $51,929 - $63,047	-1,103 Reduced 5.8%	17,898 $2.53 Million
Q2 2022 Aug 12, 2022	SELL	$48.28 - $60.23 $562,075 - $701,197	-11,642 Reduced 37.99%	19,001 $2.82 Million
Q1 2022 May 13, 2022	SELL	$55.98 - $67.65 $270,103 - $326,411	-4,825 Reduced 13.6%	30,643 $5.53 Million
Q4 2021 Feb 14, 2022	SELL	$61.79 - $67.85 $48,072 - $52,787	-778 Reduced 2.15%	35,468 $6.85 Million
Q3 2021 Nov 12, 2021	BUY	$59.43 - $64.96 $4,278 - $4,677	72 Added 0.2%	36,246 $6.82 Million
Q2 2021 Aug 17, 2021	BUY	$57.88 - $63.59 $597,900 - $656,884	10,330 Added 39.97%	36,174 $6.7 Million
Q1 2021 May 13, 2021	BUY	$48.45 - $58.92 $284,062 - $345,447	5,863 Added 29.34%	25,844 $4.43 Million
Q4 2020 Feb 12, 2021	BUY	$39.45 - $50.02 $788,250 - $999,449	19,981 New	19,981 $3 Million

Others Institutions Holding IYG

# of Institutions

289

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

View Full List

About ISHARES TR

Ticker IYG
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Geo Wealth Management, LLC Ishares Tr Transaction History