Geo Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 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 14,295 shares of IWL stock, worth $2.4 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,295
Previous 14,229
0.46%
Holding current value
$2.4 Million
Previous $2.18 Million
9.0%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio