Geo Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 14,266 shares of IWL stock, worth $2.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,266

Previous 61,215 76.7%

Holding current value

$2.19 Million

Previous $8.86 Million 77.87%

% of portfolio

0.08%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$135.83 - $151.73 $6.38 Million - $7.12 Million	-46,949 Reduced 76.7%	14,266 $1.96 Million
Q4 2024 Feb 13, 2025	BUY	$138.92 - $149.97 $8.4 Million - $9.07 Million	60,490 Added 8343.45%	61,215 $8.86 Million
Q3 2024 Nov 12, 2024	BUY	$126.32 - $140.44 $91,582 - $101,819	725 New	725 $101,000
Q1 2024 May 15, 2024	SELL	$113.2 - $127.12 $881,488 - $989,883	-7,787 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$113.2 - $127.12 $881,488 - $989,883	7,787 New	7,787 $989,000
Q2 2022 Aug 12, 2022	SELL	$86.81 - $109.4 $202,267 - $254,902	-2,330 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$99.32 - $114.92 $73,695 - $85,270	-742 Reduced 24.15%	2,330 $252,000
Q4 2021 Feb 14, 2022	BUY	$102.63 - $114.76 $315,279 - $352,542	3,072 New	3,072 $350,000

Others Institutions Holding IWL

# of Institutions

210

Shares Held

8.36M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History