Geo Wealth Management, LLC Ishares Tr Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 25,540 shares of IYG stock, worth $1.99 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
25,540
Previous 26,102 2.15%
Holding current value
$1.99 Million
Previous $1.7 Million 6.52%
% of portfolio
0.07%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$64.2 - $71.76 $36,080 - $40,329
-562 Reduced 2.15%
25,540 $1.81 Million
Q2 2024

Aug 12, 2024
SELL
$62.27 - $67.11 $13,823 - $14,898
-222 Reduced 0.84%
26,102 $1.7 Million
Q1 2024

May 15, 2024
SELL
$63.91 - $191.92 $1.68 Million - $5.05 Million
-26,324 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$63.91 - $191.92 $920,495 - $2.76 Million
14,403 Added 120.82%
26,324 $1.75 Million
Q4 2023

Feb 13, 2024
BUY
$145.02 - $179.81 $449,707 - $557,590
3,101 Added 35.16%
11,921 $2.14 Million
Q3 2023

Nov 13, 2023
SELL
$154.42 - $169.5 $25,633 - $28,137
-166 Reduced 1.85%
8,820 $1.36 Million
Q2 2023

Aug 10, 2023
BUY
$144.44 - $157.99 $115,118 - $125,918
797 Added 9.73%
8,986 $1.42 Million
Q1 2023

May 12, 2023
SELL
$145.23 - $176.24 $547,662 - $664,601
-3,771 Reduced 31.53%
8,189 $1.24 Million
Q4 2022

Feb 13, 2023
SELL
$46.92 - $169.19 $278,610 - $1 Million
-5,938 Reduced 33.18%
11,960 $1.88 Million
Q3 2022

Nov 14, 2022
SELL
$47.08 - $57.16 $51,929 - $63,047
-1,103 Reduced 5.8%
17,898 $2.53 Million
Q2 2022

Aug 12, 2022
SELL
$48.28 - $60.23 $562,075 - $701,197
-11,642 Reduced 37.99%
19,001 $2.82 Million
Q1 2022

May 13, 2022
SELL
$55.98 - $67.65 $270,103 - $326,411
-4,825 Reduced 13.6%
30,643 $5.53 Million
Q4 2021

Feb 14, 2022
SELL
$61.79 - $67.85 $48,072 - $52,787
-778 Reduced 2.15%
35,468 $6.85 Million
Q3 2021

Nov 12, 2021
BUY
$59.43 - $64.96 $4,278 - $4,677
72 Added 0.2%
36,246 $6.82 Million
Q2 2021

Aug 17, 2021
BUY
$57.88 - $63.59 $597,900 - $656,884
10,330 Added 39.97%
36,174 $6.7 Million
Q1 2021

May 13, 2021
BUY
$48.45 - $58.92 $284,062 - $345,447
5,863 Added 29.34%
25,844 $4.43 Million
Q4 2020

Feb 12, 2021
BUY
$39.45 - $50.02 $788,250 - $999,449
19,981 New
19,981 $3 Million

Others Institutions Holding IYG

# of Institutions
251
Shares Held
12.6M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

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