Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$85.32 - $92.22 $15,613 - $16,876	-183 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$85.32 - $92.22 $426 - $461	5 Added 2.81%	183 $16,000
Q4 2023 Feb 13, 2024	SELL	$73.28 - $92.46 $26,527 - $33,470	-362 Reduced 67.04%	178 $16,000
Q3 2023 Nov 13, 2023	SELL	$77.12 - $89.86 $4,858 - $5,661	-63 Reduced 10.45%	540 $42,000
Q2 2023 Aug 10, 2023	BUY	$80.51 - $86.54 $1,046 - $1,125	13 Added 2.2%	603 $52,000

Q1 2023 May 12, 2023	BUY	$78.73 - $95.24 $46,450 - $56,191	590 New	590 $50,000
Q1 2022 May 13, 2022	SELL	N/A	-3,049 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	N/A	-556 Reduced 15.42%	3,049 $354,000
Q3 2021 Nov 12, 2021	SELL	N/A	-44,248 Reduced 92.47%	3,605 $369,000
Q2 2021 Aug 17, 2021	BUY	N/A	7,636 Added 18.99%	47,853 $4.88 Million
Q1 2021 May 13, 2021	SELL	N/A	-13,121 Reduced 24.6%	40,217 $3.7 Million
Q4 2020 Feb 12, 2021	BUY	N/A	53,338 New	53,338 $4.57 Million

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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