Geo Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,896 shares of IWX stock, worth $146,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,896
Previous 257 637.74%
Holding current value
$146,067
Previous $20,000 645.0%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$78.25 - $85.17 $128,251 - $139,593
1,639 Added 637.74%
1,896 $149,000
Q3 2024

Nov 12, 2024
BUY
$74.49 - $81.27 $19,143 - $20,886
257 New
257 $20,000
Q4 2019

Feb 13, 2020
SELL
$52.98 - $58.68 $233,006 - $258,074
-4,398 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$51.81 - $55.72 $227,860 - $245,056
4,398 New
4,398 $241,000

Others Institutions Holding IWX

# of Institutions
204
Shares Held
42M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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