Geo Wealth Management, LLC Ishares 10+ Year Investment Gr Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	SELL	$47.55 - $50.44 $438,981 - $465,662	-9,232 Reduced 50.57%	9,023 $453,000
Q1 2025 May 09, 2025	BUY	$48.32 - $51.22 $35,901 - $38,056	743 Added 4.24%	18,255 $916,000
Q4 2024 Feb 13, 2025	BUY	$49.36 - $53.72 $13,031 - $14,182	264 Added 1.53%	17,512 $865,000
Q3 2024 Nov 12, 2024	SELL	$49.38 - $54.19 $77,773 - $85,349	-1,575 Reduced 8.37%	17,248 $924,000
Q2 2024 Aug 12, 2024	BUY	$48.62 - $51.19 $129,329 - $136,165	2,660 Added 16.46%	18,823 $941,000

Q1 2024 May 15, 2024	SELL	$50.19 - $52.68 $846,604 - $888,606	-16,868 Reduced 51.07%	16,163 $832,000
Q1 2024 May 15, 2024	SELL	$50.19 - $52.68 $811,220 - $851,466	-16,163 Closed	0 $0
Q4 2023 Feb 13, 2024	SELL	$44.56 - $53.36 $18,447 - $22,091	-414 Reduced 1.24%	33,031 $1.74 Million
Q3 2023 Nov 13, 2023	BUY	$47.14 - $51.79 $774,840 - $851,272	16,437 Added 96.64%	33,445 $1.58 Million
Q2 2023 Aug 10, 2023	BUY	$49.88 - $52.91 $484,035 - $513,438	9,704 Added 132.86%	17,008 $876,000
Q1 2023 May 12, 2023	SELL	$49.79 - $54.15 $55,864 - $60,756	-1,122 Reduced 13.32%	7,304 $383,000
Q4 2022 Feb 13, 2023	BUY	$45.59 - $53.26 $384,141 - $448,768	8,426 New	8,426 $420,000

Others Institutions Holding IGLB

# of Institutions

238

Shares Held

39.8M

Call Options Held

74.8K

Put Options Held

17.1K

Black Rock Inc. New York, NY

5.35M
Shares

$271 Million
0.01% of portfolio
Prudential PLC London, England, X0

3M
Shares

$152 Million
1.16% of portfolio
Envestnet Asset Management Inc

2.94M
Shares

$149 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$142 Million
0.01% of portfolio
Allianz Investment Management U.S. LLC Minneapolis, MN

1.62M
Shares

$82.2 Million
3.27% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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