Geo Wealth Management, LLC Ishares U S ETF Tr Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 38,900 shares of IETC stock, worth $3.94 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
38,900
Previous 49,695
21.72%
Holding current value
$3.94 Million
Previous $4.67 Million
15.11%
% of portfolio
0.15%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding IETC
# of Institutions
137Shares Held
4.08MCall Options Held
20.3KPut Options Held
0-
Vestor Capital, LLC Chicago, IL724KShares$73.3 Million5.49% of portfolio
-
Kozak & Associates, Inc. Highlands Ranch, CO645KShares$65.3 Million12.55% of portfolio
-
Gradient Investments LLC625KShares$63.2 Million1.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$25.6 Million0.01% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.128KShares$13 Million3.2% of portfolio