ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 40,957 Value ($000) $6,090 Avg Close — Range —
Q3 2025
Shares 41,725 Value ($000) $6,077 Avg Close — Range —
Q2 2025
Shares 44,174 Value ($000) $5,965 Avg Close — Range —
Q1 2025
Shares 46,296 Value ($000) $5,648 Avg Close — Range —
Q4 2024
Shares 46,212 Value ($000) $5,944 Avg Close — Range —
Q3 2024
Shares 48,241 Value ($000) $6,060 Avg Close — Range —
Q2 2024
Shares 46,206 Value ($000) $5,488 Avg Close — Range —
Q1 2024
Shares 53,459 Value ($000) $6,164 Avg Close — Range —
Q3 2023
Shares 2,689 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 5,431 Value ($000) $548 Avg Close — Range —
Q4 2021
Shares 50,436 Value ($000) $5,396 Avg Close — Range —
Q3 2021
Shares 2,996 Value ($000) $295 Avg Close — Range —
Q3 2020
Shares 75,430 Value ($000) $5,690 Avg Close — Range —
Q2 2020
Shares 85,535 Value ($000) $5,939 Avg Close — Range —
Q1 2020
Shares 148,561 Value ($000) $8,499 Avg Close — Range —
Q4 2019
Shares 140,230 Value ($000) $10,194 Avg Close — Range —
Q3 2019
Shares 4,916 Value ($000) $330 Avg Close — Range —
Q2 2019
Shares 14,280 Value ($000) $951 Avg Close — Range —