Geo Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Geo Wealth Management, LLC holds 663 shares of STIP stock, worth $66,817. This represents 0.0% of its overall portfolio holdings.

Number of Shares
663
Holding current value
$66,817
% of portfolio
0.0%

Shares

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

Nov 12, 2024
BUY
$98.99 - $101.51 $65,630 - $67,301
663 New
663 $67,000
Q1 2024

May 15, 2024
SELL
$98.36 - $99.47 $150,490 - $152,189
-1,530 Reduced 49.77%
1,544 $153,000
Q1 2024

May 15, 2024
SELL
$98.36 - $99.47 $79,278 - $80,172
-806 Reduced 20.77%
3,074 $305,000
Q4 2023

Feb 13, 2024
BUY
$96.33 - $98.68 $373,760 - $382,878
3,880 New
3,880 $382,000
Q1 2023

May 12, 2023
BUY
$96.86 - $99.23 $1.02 Million - $1.05 Million
10,575 New
10,575 $1.05 Million
Q2 2022

Aug 12, 2022
SELL
$101.26 - $104.65 $918,326 - $949,070
-9,069 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$103.82 - $106.76 $941,543 - $968,206
9,069 New
9,069 $952,000
Q4 2020

Feb 12, 2021
SELL
$103.06 - $104.43 $2.23 Million - $2.26 Million
-21,607 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$102.35 - $104.25 $608,163 - $619,453
5,942 Added 37.93%
21,607 $2.25 Million
Q2 2020

Aug 14, 2020
BUY
$99.85 - $102.42 $1.56 Million - $1.6 Million
15,665 New
15,665 $1.6 Million

Others Institutions Holding STIP

# of Institutions
623
Shares Held
53.8M
Call Options Held
33.5K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email