Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 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 1,468 shares of SHV stock, worth $161,362. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,468
Previous 1,659 11.51%
Holding current value
$161,362
Previous $183,000 11.48%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$110.05 - $110.63 $21,019 - $21,130
-191 Reduced 11.51%
1,468 $162,000
Q2 2024

Aug 12, 2024
SELL
$110.04 - $110.51 $196,971 - $197,812
-1,790 Reduced 51.9%
1,659 $183,000
Q1 2024

May 15, 2024
SELL
$110.11 - $110.57 $379,769 - $381,355
-3,449 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$110.11 - $110.57 $3.87 Million - $3.89 Million
-35,190 Reduced 91.07%
3,449 $381,000
Q4 2023

Feb 13, 2024
SELL
$109.86 - $110.59 $1.29 Million - $1.3 Million
-11,718 Reduced 23.27%
38,639 $4.26 Million
Q3 2023

Nov 13, 2023
SELL
$109.99 - $110.5 $15 Million - $15.1 Million
-136,315 Reduced 73.02%
50,357 $5.56 Million
Q2 2023

Aug 10, 2023
SELL
$110.0 - $110.45 $1.52 Million - $1.52 Million
-13,793 Reduced 6.88%
186,672 $20.6 Million
Q1 2023

May 12, 2023
BUY
$109.94 - $110.5 $13 Million - $13 Million
118,088 Added 143.35%
200,465 $22.2 Million
Q4 2022

Feb 13, 2023
BUY
$109.74 - $110.1 $45,761 - $45,911
417 Added 0.51%
82,377 $9.06 Million
Q3 2022

Nov 14, 2022
BUY
$109.92 - $110.13 $7.49 Million - $7.5 Million
68,122 Added 492.28%
81,960 $9.02 Million
Q2 2022

Aug 12, 2022
BUY
$109.96 - $110.28 $1.52 Million - $1.53 Million
13,838 New
13,838 $1.52 Million
Q3 2020

Nov 13, 2020
SELL
$110.7 - $110.74 $6.09 Million - $6.09 Million
-54,981 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$110.71 - $110.94 $6.09 Million - $6.1 Million
54,981 New
54,981 $6.09 Million

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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