A detailed history of Geo Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Geo Wealth Management, LLC holds 29,273 shares of SGOV stock, worth $2.94 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
29,273
Previous 42,421 30.99%
Holding current value
$2.94 Million
Previous $4.27 Million 30.99%
% of portfolio
0.13%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$100.29 - $100.75 $1.32 Million - $1.32 Million
-13,148 Reduced 30.99%
29,273 $2.95 Million
Q1 2024

May 15, 2024

SELL
$100.29 - $100.71 $3.78 Million - $3.8 Million
-37,738 Reduced 88.96%
4,683 $471,000
Q1 2024

May 15, 2024

BUY
$100.29 - $100.71 $848,252 - $851,805
8,458 Added 24.9%
42,421 $4.27 Million
Q4 2023

Feb 13, 2024

BUY
$100.05 - $100.73 $2.28 Million - $2.3 Million
22,791 Added 204.0%
33,963 $3.41 Million
Q3 2023

Nov 13, 2023

BUY
$100.2 - $100.67 $777,652 - $781,299
7,761 Added 227.53%
11,172 $1.12 Million
Q2 2023

Aug 10, 2023

SELL
$100.18 - $100.63 $2.72 Million - $2.73 Million
-27,114 Reduced 88.83%
3,411 $343,000
Q1 2023

May 12, 2023

BUY
$100.08 - $100.58 $2.74 Million - $2.76 Million
27,415 Added 881.51%
30,525 $3.07 Million
Q4 2022

Feb 13, 2023

BUY
$99.97 - $100.37 $310,906 - $312,150
3,110 New
3,110 $311,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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.