Geo Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,519 shares of IWP stock, worth $344,699. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,519

Previous 2,258 11.56%

Holding current value

$344,699

Previous $313,000 14.38%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$137.51 - $145.26 $35,890 - $37,912	261 Added 11.56%	2,519 $358,000
Q2 2025 Aug 13, 2025	SELL	$104.34 - $138.68 $12,520 - $16,641	-120 Reduced 5.05%	2,258 $313,000
Q1 2025 May 09, 2025	BUY	$114.9 - $139.6 $2,527 - $3,071	22 Added 0.93%	2,378 $279,000
Q4 2024 Feb 13, 2025	BUY	$116.4 - $138.52 $272,143 - $323,859	2,338 Added 12988.89%	2,356 $298,000
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $1,869 - $2,116	18 New	18 $2,000

Q3 2023 Nov 13, 2023	SELL	$89.97 - $100.32 $75,034 - $83,666	-834 Reduced 81.45%	190 $17,000
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $89,825 - $98,949	1,024 New	1,024 $98,000
Q4 2019 Feb 13, 2020	SELL	$68.8 - $76.63 $100,998 - $112,492	-1,468 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$70.16 - $72.24 $102,994 - $106,048	1,468 New	1,468 $208,000

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History