Geo Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Geo Wealth Management, LLC holds 94,721 shares of SUSL stock, worth $11 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
94,721
Previous 111,348 14.93%
Holding current value
$11 Million
Previous $10.7 Million 3.8%
% of portfolio
0.43%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$86.12 - $108.35 $1.43 Million - $1.8 Million
-16,627 Reduced 14.93%
94,721 $10.3 Million
Q1 2025

May 09, 2025
SELL
$95.35 - $107.82 $2.27 Million - $2.56 Million
-23,758 Reduced 17.58%
111,348 $10.7 Million
Q4 2024

Feb 13, 2025
SELL
$100.38 - $107.86 $3.3 Million - $3.55 Million
-32,917 Reduced 19.59%
135,106 $13.9 Million
Q3 2024

Nov 12, 2024
SELL
$91.41 - $101.59 $642,155 - $713,669
-7,025 Reduced 4.01%
168,023 $17.1 Million
Q2 2024

Aug 12, 2024
SELL
$87.95 - $97.99 $560,505 - $624,490
-6,373 Reduced 3.51%
175,048 $17.1 Million
Q1 2024

May 15, 2024
SELL
$82.96 - $93.97 $204,662 - $231,823
-2,467 Reduced 1.36%
178,954 $16.8 Million
Q1 2024

May 15, 2024
BUY
$82.96 - $93.97 $14.8 Million - $16.8 Million
178,787 Added 6787.66%
181,421 $17 Million
Q4 2023

Feb 13, 2024
BUY
$72.21 - $84.55 $577 - $676
8 Added 0.3%
2,634 $222,000
Q3 2023

Nov 13, 2023
BUY
$74.91 - $80.11 $196,713 - $210,368
2,626 New
2,626 $198,000

Others Institutions Holding SUSL

# of Institutions
190
Shares Held
8.02M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

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