Geneos Wealth Management Inc. Ishares Expanded Tech Software Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,415 shares of IGV stock, worth $145,589. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,415
Previous 1,415 -0.0%
Holding current value
$145,589
Previous $126,000 11.9%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$77.36 - $86.9 $288,475 - $324,050
-3,729 Reduced 72.49%
1,415 $122,000
Q1 2024

May 03, 2024
BUY
$83.56 - $442.01 $228,035 - $1.21 Million
2,729 Added 113.0%
5,144 $438,000
Q4 2023

Jan 26, 2024
BUY
$329.19 - $408.79 $675,827 - $839,245
2,053 Added 567.13%
2,415 $979,000
Q1 2023

Apr 25, 2023
BUY
$249.85 - $304.7 $40,475 - $49,361
162 Added 81.0%
362 $110,000
Q2 2022

Jul 22, 2022
BUY
$257.24 - $353.96 $44,502 - $61,235
173 Added 640.74%
200 $53,000
Q1 2022

May 16, 2022
SELL
$302.28 - $393.09 $675,293 - $878,163
-2,234 Reduced 98.81%
27 $9,000
Q4 2021

Feb 09, 2022
SELL
$384.52 - $446.52 $4.11 Million - $4.77 Million
-10,683 Reduced 82.53%
2,261 $899,000
Q3 2021

Nov 09, 2021
SELL
$386.87 - $428.17 $85,885 - $95,053
-222 Reduced 1.69%
12,944 $5.24 Million
Q2 2021

Jul 08, 2021
SELL
$333.59 - $395.13 $82,063 - $97,201
-246 Reduced 1.83%
13,166 $5.21 Million
Q1 2021

Jun 17, 2021
SELL
$326.82 - $385.88 $39,545 - $46,691
-121 Reduced 0.89%
13,412 $4.85 Million
Q4 2020

May 19, 2021
BUY
$302.67 - $365.08 $4.1 Million - $4.94 Million
13,533 New
13,533 $4.58 Million
Q3 2020

Sep 07, 2021
SELL
$283.85 - $334.52 $7.24 Million - $8.53 Million
-25,503 Closed
0 $0
Q2 2020

Sep 07, 2021
BUY
$197.94 - $284.25 $5.05 Million - $7.25 Million
25,503 New
25,503 $7.13 Million

Others Institutions Holding IGV

# of Institutions
600
Shares Held
51.6M
Call Options Held
1.14M
Put Options Held
1.7M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email