Geo Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 6,335 shares of IWV stock, worth $2.41 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,335
Previous 6,147 3.06%
Holding current value
$2.41 Million
Previous $2.16 Million 11.27%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$351.04 - $379.81 $65,995 - $71,404
188 Added 3.06%
6,335 $2.4 Million
Q2 2025

Aug 13, 2025
SELL
$281.67 - $351.0 $69,009 - $85,995
-245 Reduced 3.83%
6,147 $2.16 Million
Q1 2025

May 09, 2025
BUY
$313.1 - $349.83 $59,175 - $66,117
189 Added 3.05%
6,392 $2.03 Million
Q4 2024

Feb 13, 2025
BUY
$323.08 - $349.08 $479,773 - $518,383
1,485 Added 31.48%
6,203 $2.07 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $1.27 Million - $1.42 Million
4,718 New
4,718 $1.42 Million

Others Institutions Holding IWV

# of Institutions
946
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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