Geo Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,569 shares of LQD stock, worth $962,555. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,569

Previous 8,450 1.41%

Holding current value

$962,555

Previous $918,000 2.29%

% of portfolio

0.04%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$105.23 - $109.61 $12,522 - $13,043	119 Added 1.41%	8,569 $939,000
Q1 2025 May 09, 2025	SELL	$105.1 - $109.61 $116,555 - $121,557	-1,109 Reduced 11.6%	8,450 $918,000
Q4 2024 Feb 13, 2025	SELL	$106.56 - $113.11 $51,042 - $54,179	-479 Reduced 4.77%	9,559 $1.02 Million
Q3 2024 Nov 12, 2024	BUY	$106.11 - $113.72 $627,428 - $672,426	5,913 Added 143.35%	10,038 $1.13 Million
Q2 2024 Aug 12, 2024	SELL	$104.54 - $108.46 $130,047 - $134,924	-1,244 Reduced 23.17%	4,125 $441,000
Q1 2024 May 15, 2024	SELL	$106.98 - $110.63 $589,031 - $609,128	-5,506 Reduced 50.63%	5,369 $584,000
Q1 2024 May 15, 2024	SELL	$106.98 - $110.63 $574,375 - $593,972	-5,369 Closed	0 $0
Q4 2023 Feb 13, 2024	BUY	$98.28 - $111.36 $827,321 - $937,428	8,418 Added 342.61%	10,875 $1.2 Million
Q3 2023 Nov 13, 2023	SELL	$102.02 - $108.51 $491,736 - $523,018	-4,820 Reduced 66.24%	2,457 $250,000
Q2 2023 Aug 10, 2023	BUY	$106.02 - $110.43 $564,132 - $587,598	5,321 Added 272.03%	7,277 $786,000
Q1 2023 May 12, 2023	SELL	$104.89 - $111.81 $23,390 - $24,933	-223 Reduced 10.23%	1,956 $214,000
Q4 2022 Feb 13, 2023	BUY	$99.2 - $110.03 $27,776 - $30,808	280 Added 14.74%	2,179 $230,000
Q3 2022 Nov 14, 2022	SELL	$101.44 - $114.61 $43,517 - $49,167	-429 Reduced 18.43%	1,899 $194,000
Q2 2022 Aug 12, 2022	SELL	$107.41 - $121.51 $108,484 - $122,725	-1,010 Reduced 30.26%	2,328 $256,000
Q1 2022 May 13, 2022	SELL	$118.44 - $131.22 $106,951 - $118,491	-903 Reduced 21.29%	3,338 $404,000
Q4 2021 Feb 14, 2022	SELL	$130.98 - $134.88 $6.39 Million - $6.58 Million	-48,797 Reduced 92.0%	4,241 $562,000
Q3 2021 Nov 12, 2021	SELL	$133.03 - $136.33 $2.95 Million - $3.03 Million	-22,202 Reduced 29.51%	53,038 $7.06 Million
Q2 2021 Aug 17, 2021	SELL	$129.85 - $134.36 $840,778 - $869,981	-6,475 Reduced 7.92%	75,240 $10.1 Million
Q1 2021 May 13, 2021	BUY	$128.44 - $137.43 $2.97 Million - $3.18 Million	23,156 Added 39.54%	81,715 $10.6 Million
Q4 2020 Feb 12, 2021	SELL	$133.73 - $138.48 $433,686 - $449,090	-3,243 Reduced 5.25%	58,559 $8.1 Million
Q3 2020 Nov 13, 2020	SELL	$134.22 - $139.15 $989,469 - $1.03 Million	-7,372 Reduced 10.66%	61,802 $8.31 Million
Q2 2020 Aug 14, 2020	BUY	$121.1 - $134.5 $8.38 Million - $9.3 Million	69,174 New	69,174 $9.3 Million
Q1 2020 May 13, 2020	SELL	$105.05 - $134.27 $216,297 - $276,461	-2,059 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$125.71 - $128.49 $578,391 - $591,182	-4,601 Reduced 69.08%	2,059 $263,000
Q3 2019 Nov 14, 2019	BUY	$122.95 - $129.1 $818,847 - $859,806	6,660 New	6,660 $849,000

Others Institutions Holding LQD

# of Institutions

1,261

Shares Held

276M

Call Options Held

16.2M

Put Options Held

47.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Geo Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History