Geo Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,272 shares of SHY stock, worth $186,553. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,272

Previous 36,656 93.8%

Holding current value

$186,553

Previous $2.99 Million 93.72%

% of portfolio

0.01%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $2.8 Million - $2.86 Million	-34,384 Reduced 93.8%	2,272 $188,000
Q2 2024 Aug 12, 2024	BUY	$81.05 - $81.66 $21,154 - $21,313	261 Added 0.72%	36,656 $2.99 Million
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $2.81 Million - $2.83 Million	-34,423 Reduced 94.58%	1,972 $161,000
Q1 2024 May 15, 2024	BUY	$81.49 - $82.34 $1.57 Million - $1.58 Million	19,247 Added 112.24%	36,395 $2.98 Million
Q4 2023 Feb 13, 2024	SELL	$80.62 - $82.04 $5.87 Million - $5.98 Million	-72,835 Reduced 80.94%	17,148 $1.41 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $8.15 Million - $8.21 Million	-100,923 Reduced 52.87%	89,983 $7.29 Million
Q2 2023 Aug 10, 2023	SELL	$81.05 - $82.41 $1.35 Million - $1.37 Million	-16,658 Reduced 8.03%	190,906 $15.5 Million
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $16.4 Million - $16.8 Million	203,706 Added 5280.09%	207,564 $17.1 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $4,674 - $4,728	-58 Reduced 1.48%	3,858 $315,000
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $222,454 - $227,999	2,745 Added 234.42%	3,916 $317,000
Q2 2022 Aug 12, 2022	SELL	$81.97 - $83.48 $3,770 - $3,840	-46 Reduced 3.78%	1,171 $96,000
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $34,132 - $35,050	-410 Reduced 25.2%	1,217 $102,000
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $8,806 - $8,876	103 Added 6.76%	1,627 $140,000
Q3 2021 Nov 12, 2021	BUY	$86.09 - $86.31 $131,201 - $131,536	1,524 New	1,524 $132,000
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $205,959 - $206,293	-2,386 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$86.46 - $86.63 $11,066 - $11,088	-128 Reduced 5.09%	2,386 $208,000
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $217,410 - $218,215	2,514 New	2,514 $218,000
Q4 2019 Feb 13, 2020	SELL	$84.51 - $85.05 $8.36 Million - $8.41 Million	-98,881 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$84.4 - $85.1 $8.35 Million - $8.41 Million	98,881 New	98,881 $8.39 Million

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Geo Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History