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

Geo Wealth Management, LLC

$2.33 Billion
Q1 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 111,348 shares of SUSL stock, worth $11.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

111,348

Previous 135,106 17.58%

Holding current value

$11.5 Million

Previous $13.9 Million 23.37%

% of portfolio

0.46%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

172

Shares Held

7.95M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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