Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 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 11,642 shares of IYG stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,642

Previous 13,514 13.85%

Holding current value

$1.04 Million

Previous $1.06 Million 6.13%

% of portfolio

0.04%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$68.9 - $85.6 $128,980 - $160,243	-1,872 Reduced 13.85%	11,642 $996,000
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

288

Shares Held

13.9M

Call Options Held

62.6K

Put Options Held

50.1K

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Ishares Tr Transaction History