A detailed history of Geneos Wealth Management Inc. transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,584 shares of IBDP stock, worth $39,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,584
Previous 1,584 -0.0%
Holding current value
$39,837
Previous $39,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$24.3 - $24.9 $24,300 - $24,900
-1,000 Reduced 38.7%
1,584 $38,000
Q2 2022

Jul 22, 2022

SELL
$24.47 - $25.06 $7,341 - $7,518
-300 Reduced 10.4%
2,584 $0
Q3 2021

Nov 09, 2021

BUY
$26.27 - $26.39 $41,611 - $41,801
1,584 Added 121.85%
2,884 $75,000
Q3 2020

Sep 07, 2021

SELL
$26.33 - $26.57 $5,266 - $5,314
-200 Reduced 13.33%
1,300 $34,000
Q1 2019

Sep 07, 2021

SELL
N/A
-430 Reduced 22.28%
1,500 $37,000
Q4 2018

Sep 07, 2021

SELL
N/A
-600 Reduced 23.72%
1,930 $46,000
Q3 2018

Sep 07, 2021

BUY
N/A
430 Added 20.48%
2,530 $60,000
Q2 2018

Sep 07, 2021

SELL
N/A
-430 Reduced 17.0%
2,100 $50,000
Q1 2018

Sep 07, 2021

BUY
N/A
2,100 Added 488.37%
2,530 $61,000
Q2 2016

Sep 07, 2021

BUY
N/A
430
430 $10,000

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.