Geo Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Geo Wealth Management, LLC holds 10,406 shares of SHY stock, worth $859,743. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,406

Previous 2,272 358.01%

Holding current value

$859,743

Previous $188,000 353.72%

% of portfolio

0.03%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$81.68 - $82.93 $664,385 - $674,552	8,134 Added 358.01%	10,406 $853,000
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $2.8 Million - $2.86 Million	-34,384 Reduced 93.8%	2,272 $188,000
Q2 2024 Aug 12, 2024	BUY	$81.05 - $81.66 $21,154 - $21,313	261 Added 0.72%	36,656 $2.99 Million
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $2.81 Million - $2.83 Million	-34,423 Reduced 94.58%	1,972 $161,000
Q1 2024 May 15, 2024	BUY	$81.49 - $82.34 $1.57 Million - $1.58 Million	19,247 Added 112.24%	36,395 $2.98 Million
Q4 2023 Feb 13, 2024	SELL	$80.62 - $82.04 $5.87 Million - $5.98 Million	-72,835 Reduced 80.94%	17,148 $1.41 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $8.15 Million - $8.21 Million	-100,923 Reduced 52.87%	89,983 $7.29 Million
Q2 2023 Aug 10, 2023	SELL	$81.05 - $82.41 $1.35 Million - $1.37 Million	-16,658 Reduced 8.03%	190,906 $15.5 Million
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $16.4 Million - $16.8 Million	203,706 Added 5280.09%	207,564 $17.1 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $4,674 - $4,728	-58 Reduced 1.48%	3,858 $315,000
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $222,454 - $227,999	2,745 Added 234.42%	3,916 $317,000
Q2 2022 Aug 12, 2022	SELL	$81.97 - $83.48 $3,770 - $3,840	-46 Reduced 3.78%	1,171 $96,000
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $34,132 - $35,050	-410 Reduced 25.2%	1,217 $102,000
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $8,806 - $8,876	103 Added 6.76%	1,627 $140,000
Q3 2021 Nov 12, 2021	BUY	$86.09 - $86.31 $131,201 - $131,536	1,524 New	1,524 $132,000
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $205,959 - $206,293	-2,386 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$86.46 - $86.63 $11,066 - $11,088	-128 Reduced 5.09%	2,386 $208,000
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $217,410 - $218,215	2,514 New	2,514 $218,000
Q4 2019 Feb 13, 2020	SELL	$84.51 - $85.05 $8.36 Million - $8.41 Million	-98,881 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$84.4 - $85.1 $8.35 Million - $8.41 Million	98,881 New	98,881 $8.39 Million

Others Institutions Holding SHY

# of Institutions

1,285

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

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.

Account

Geo Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History