Geo Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 17,596 shares of SLQD stock, worth $895,460. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,596

Previous 15,927 10.48%

Holding current value

$895,460

Previous $800,000 11.25%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$49.79 - $50.59 $83,099 - $84,434	1,669 Added 10.48%	17,596 $890,000
Q1 2025 May 09, 2025	BUY	$49.6 - $50.28 $391,244 - $396,608	7,888 Added 98.12%	15,927 $800,000
Q4 2024 Feb 13, 2025	SELL	$49.58 - $50.28 $1,487 - $1,508	-30 Reduced 0.37%	8,039 $399,000
Q3 2024 Nov 12, 2024	BUY	$49.07 - $50.44 $43,623 - $44,841	889 Added 12.38%	8,069 $406,000
Q2 2024 Aug 12, 2024	BUY	$48.75 - $49.28 $34,905 - $35,284	716 Added 11.08%	7,180 $353,000
Q1 2024 May 15, 2024	SELL	$48.97 - $49.36 $316,542 - $319,063	-6,464 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$48.97 - $49.36 $23,407 - $23,594	478 Added 7.99%	6,464 $318,000
Q4 2023 Feb 13, 2024	BUY	$47.66 - $49.2 $285,292 - $294,511	5,986 New	5,986 $294,000

Others Institutions Holding SLQD

# of Institutions

264

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Geo Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History