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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

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 2,356 shares of IWP stock, worth $302,086. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,356
Previous 18 12988.89%
Holding current value
$302,086
Previous $2,000 14800.0%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,221
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email