Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 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 2,572 shares of IYR stock, worth $247,760. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,572
Previous 2,989 13.95%
Holding current value
$247,760
Previous $304,000 21.38%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$90.74 - $102.87 $37,838 - $42,896
-417 Reduced 13.95%
2,572 $239,000
Q3 2024

Nov 12, 2024
BUY
$86.93 - $103.61 $244,186 - $291,040
2,809 Added 1560.56%
2,989 $304,000
Q2 2024

Aug 12, 2024
SELL
$81.6 - $89.23 $244 - $267
-3 Reduced 1.64%
180 $15,000
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
$99.21 - $115.26 $302,491 - $351,427
-3,049 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$103.03 - $116.14 $57,284 - $64,573
-556 Reduced 15.42%
3,049 $354,000
Q3 2021

Nov 12, 2021
SELL
$102.34 - $111.27 $4.53 Million - $4.92 Million
-44,248 Reduced 92.47%
3,605 $369,000
Q2 2021

Aug 17, 2021
BUY
$93.58 - $104.97 $714,576 - $801,550
7,636 Added 18.99%
47,853 $4.88 Million
Q1 2021

May 13, 2021
SELL
$82.27 - $92.74 $1.08 Million - $1.22 Million
-13,121 Reduced 24.6%
40,217 $3.7 Million
Q4 2020

Feb 12, 2021
BUY
$76.87 - $86.71 $4.1 Million - $4.62 Million
53,338 New
53,338 $4.57 Million

Others Institutions Holding IYR

# of Institutions
613
Shares Held
57.3M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email