Geo Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Geo Wealth Management, LLC holds 514 shares of IMCG stock, worth $41,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares

514

Previous 178,430 99.71%

Holding current value

$41,217

Previous $13.5 Million 99.73%

% of portfolio

0.0%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$69.69 - $79.99 $12.4 Million - $14.2 Million	-177,916 Reduced 99.71%	514 $36,000
Q4 2024 Feb 13, 2025	BUY	$72.18 - $81.41 $3.59 Million - $4.04 Million	49,685 Added 38.59%	178,430 $13.5 Million
Q3 2024 Nov 12, 2024	BUY	$65.15 - $72.97 $8.39 Million - $9.39 Million	128,745 New	128,745 $9.39 Million
Q4 2023 Feb 13, 2024	BUY	$53.24 - $64.9 $6.82 Million - $8.32 Million	128,189 New	128,189 $8.26 Million
Q4 2022 Feb 13, 2023	BUY	$49.2 - $57.69 $1.81 Million - $2.13 Million	36,877 Added 661.35%	42,453 $2.29 Million
Q3 2022 Nov 14, 2022	BUY	$50.31 - $61.06 $280,528 - $340,470	5,576 New	5,576 $281,000
Q2 2022 Aug 12, 2022	SELL	$49.67 - $65.18 $283,913 - $372,568	-5,716 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$58.98 - $72.55 $337,129 - $414,695	5,716 New	5,716 $367,000

Others Institutions Holding IMCG

# of Institutions

393

Shares Held

22.9M

Call Options Held

Put Options Held

335

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About ISHARE MORNINGSTAR MID CAP GRO

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Geo Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History