Geneos Wealth Management Inc. Ishares Msci Global Min Vol Fa Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,376 shares of ACWV stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,376
Previous 10,028 6.5%
Holding current value
$1.07 Million
Previous $1.15 Million 10.89%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 21, 2025
SELL
$108.6 - $115.42 $70,807 - $75,253
-652 Reduced 6.5%
9,376 $1.02 Million
Q3 2024

Nov 14, 2024
BUY
$104.5 - $114.97 $472,862 - $520,239
4,525 Added 82.23%
10,028 $1.15 Million
Q2 2024

Jul 23, 2024
SELL
$100.94 - $106.2 $11,507 - $12,106
-114 Reduced 2.03%
5,503 $575,000
Q1 2024

May 03, 2024
SELL
$100.31 - $105.34 $22,870 - $24,017
-228 Reduced 3.9%
5,617 $591,000
Q4 2023

Jan 26, 2024
BUY
$93.0 - $101.11 $49,104 - $53,386
528 Added 9.93%
5,845 $586,000
Q3 2023

Oct 11, 2023
SELL
$95.42 - $100.13 $60,400 - $63,382
-633 Reduced 10.64%
5,317 $507,000
Q2 2023

Aug 08, 2023
BUY
$96.17 - $100.07 $192 - $200
2 Added 0.03%
5,950 $583,000
Q1 2023

Apr 25, 2023
BUY
$92.42 - $97.48 $4,990 - $5,263
54 Added 0.92%
5,948 $575,000
Q4 2022

Jan 30, 2023
BUY
$87.85 - $98.82 $13,792 - $15,514
157 Added 2.74%
5,894 $560,000
Q3 2022

Nov 14, 2022
SELL
$88.56 - $100.05 $98,567 - $111,355
-1,113 Reduced 16.25%
5,737 $508,000
Q2 2022

Jul 22, 2022
SELL
$90.98 - $107.0 $25,019 - $29,425
-275 Reduced 3.86%
6,850 $0
Q1 2022

May 16, 2022
BUY
$99.35 - $107.85 $54,642 - $59,317
550 Added 8.37%
7,125 $746,000
Q4 2021

Feb 09, 2022
SELL
$102.29 - $108.28 $23,117 - $24,471
-226 Reduced 3.32%
6,575 $711,000
Q3 2021

Nov 09, 2021
BUY
$102.73 - $108.01 $52,700 - $55,409
513 Added 8.16%
6,801 $699,000
Q2 2021

Jul 08, 2021
SELL
$99.22 - $104.02 $21,133 - $22,156
-213 Reduced 3.28%
6,288 $651,000
Q4 2020

May 19, 2021
SELL
$89.46 - $96.91 $92,054 - $99,720
-1,029 Reduced 13.67%
6,501 $637,000
Q3 2020

Sep 07, 2021
SELL
$87.94 - $94.21 $96,558 - $103,442
-1,098 Reduced 12.73%
7,530 $682,000
Q2 2020

Sep 07, 2021
SELL
$77.94 - $91.58 $37,800 - $44,416
-485 Reduced 5.32%
8,628 $746,000
Q1 2020

Sep 07, 2021
SELL
$70.74 - $99.38 $79,087 - $111,106
-1,118 Reduced 10.93%
9,113 $732,000
Q4 2019

Sep 07, 2021
SELL
$93.18 - $96.04 $27,394 - $28,235
-294 Reduced 2.79%
10,231 $981,000
Q3 2019

Sep 07, 2021
SELL
$93.5 - $95.06 $3.43 Million - $3.48 Million
-36,637 Reduced 77.68%
10,525 $995,000
Q2 2019

Sep 07, 2021
BUY
N/A
37,494 Added 387.82%
47,162 $4.34 Million
Q1 2019

Sep 07, 2021
SELL
N/A
-2,058 Reduced 17.55%
9,668 $865,000
Q4 2018

Sep 07, 2021
SELL
N/A
-1,649 Reduced 12.33%
11,726 $948,000
Q3 2018

Sep 07, 2021
SELL
N/A
-269 Reduced 1.97%
13,375 $1.18 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-703 Reduced 4.9%
13,644 $1.13 Million
Q1 2018

Sep 07, 2021
BUY
N/A
704 Added 5.16%
14,347 $1.2 Million
Q4 2017

Sep 07, 2021
BUY
N/A
625 Added 4.8%
13,643 $1.15 Million
Q3 2017

Sep 07, 2021
SELL
N/A
-898 Reduced 6.45%
13,018 $1.06 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-3,004 Reduced 17.75%
13,916 $1.1 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-2,015 Reduced 10.64%
16,920 $1.31 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-1,408 Reduced 6.92%
18,935 $1.37 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-2,409 Reduced 10.59%
20,343 $1.55 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-3,928 Reduced 14.72%
22,752 $1.75 Million
Q1 2016

Sep 07, 2021
BUY
N/A
26,680
26,680 $1.96 Million

Others Institutions Holding ACWV

# of Institutions
342
Shares Held
20.5M
Call Options Held
300
Put Options Held
0
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

ACWV Quotes by TradingView
  • Ticker ACWV
  • Sector ETFs
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More about ACWV
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