Geneos Wealth Management Inc. Ishares Core S&P Total U.S. St Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 357,070 shares of ITOT stock, worth $52.3 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
357,070
Previous 363,986 1.9%
Holding current value
$52.3 Million
Previous $49.2 Million 5.81%
% of portfolio
1.38%
Previous 1.25%

Shares

40 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$135.0 - $146.02 $933,660 - $1.01 Million
-6,916 Reduced 1.9%
357,070 $52 Million
Q2 2025

Aug 18, 2025
BUY
$108.12 - $135.04 $425,235 - $531,112
3,933 Added 1.09%
363,986 $49.2 Million
Q1 2025

May 21, 2025
SELL
$120.29 - $134.6 $5 Million - $5.6 Million
-41,605 Reduced 10.36%
360,053 $43.9 Million
Q1 2025

May 07, 2025
BUY
$120.29 - $134.6 $5.36 Million - $5.99 Million
44,536 Added 12.47%
401,658 $49 Million
Q4 2024

Jan 21, 2025
SELL
$124.26 - $134.12 $783,459 - $845,626
-6,305 Reduced 1.73%
357,122 $45.9 Million
Q3 2024

Nov 14, 2024
SELL
$113.41 - $125.62 $237,253 - $262,797
-2,092 Reduced 0.57%
363,427 $45.7 Million
Q2 2024

Jul 23, 2024
BUY
$108.78 - $119.23 $1.56 Million - $1.71 Million
14,315 Added 4.08%
365,519 $43.4 Million
Q1 2024

May 03, 2024
SELL
$103.16 - $115.3 $1.37 Million - $1.54 Million
-13,317 Reduced 3.65%
351,204 $40.5 Million
Q4 2023

Jan 26, 2024
SELL
$90.04 - $105.69 $239,866 - $281,558
-2,664 Reduced 0.73%
364,521 $38.4 Million
Q3 2023

Oct 11, 2023
SELL
$93.72 - $101.39 $592,497 - $640,987
-6,322 Reduced 1.69%
367,185 $34.6 Million
Q2 2023

Aug 08, 2023
SELL
$89.03 - $97.84 $8,012 - $8,805
-90 Reduced 0.02%
373,507 $36.5 Million
Q1 2023

Apr 25, 2023
BUY
$84.12 - $93.15 $436,919 - $483,821
5,194 Added 1.41%
373,597 $33.8 Million
Q4 2022

Jan 30, 2023
BUY
$79.44 - $90.48 $902,915 - $1.03 Million
11,366 Added 3.18%
368,403 $31.2 Million
Q3 2022

Nov 14, 2022
BUY
$79.54 - $95.9 $6.4 Million - $7.71 Million
80,413 Added 29.07%
357,037 $28.4 Million
Q2 2022

Jul 22, 2022
SELL
$80.96 - $102.19 $1.92 Million - $2.43 Million
-23,757 Reduced 7.91%
276,624 $23.2 Million
Q1 2022

May 16, 2022
SELL
$93.09 - $107.63 $1.13 Million - $1.31 Million
-12,157 Reduced 3.89%
300,381 $30.3 Million
Q4 2021

Feb 09, 2022
BUY
$98.24 - $107.61 $493,754 - $540,847
5,026 Added 1.63%
312,538 $33.4 Million
Q3 2021

Nov 09, 2021
BUY
$97.33 - $103.96 $700,970 - $748,719
7,202 Added 2.4%
307,512 $30.6 Million
Q2 2021

Jul 08, 2021
SELL
$92.76 - $98.86 $225,592 - $240,427
-2,432 Reduced 0.8%
300,310 $30 Million
Q1 2021

Jun 17, 2021
BUY
$85.12 - $92.58 $91,844 - $99,893
1,079 Added 0.36%
302,742 $29.2 Million
Q4 2020

May 19, 2021
BUY
$74.05 - $86.22 $9.37 Million - $10.9 Million
126,594 Added 72.31%
301,663 $27.6 Million
Q3 2020

Sep 07, 2021
BUY
$69.81 - $80.47 $95,430 - $110,002
1,367 Added 0.79%
175,069 $13 Million
Q2 2020

Sep 07, 2021
BUY
$54.49 - $72.8 $641,074 - $856,492
11,765 Added 7.27%
173,702 $11.7 Million
Q1 2020

Sep 07, 2021
BUY
$49.67 - $76.42 $502,958 - $773,828
10,126 Added 6.67%
161,937 $9.12 Million
Q4 2019

Sep 07, 2021
BUY
$65.12 - $72.96 $199,202 - $223,184
3,059 Added 2.06%
151,811 $11.1 Million
Q3 2019

Sep 07, 2021
BUY
$64.37 - $68.57 $1.44 Million - $1.53 Million
22,299 Added 17.63%
148,752 $9.93 Million
Q2 2019

Sep 07, 2021
BUY
$62.47 - $67.06 $96,078 - $103,138
1,538 Added 1.23%
126,453 $8.43 Million
Q1 2019

Sep 07, 2021
BUY
$55.45 - $64.92 $1.09 Million - $1.27 Million
19,637 Added 18.65%
124,915 $8.04 Million
Q4 2018

Sep 07, 2021
BUY
$53.25 - $66.76 $310,767 - $389,611
5,836 Added 5.87%
105,278 $5.92 Million
Q3 2018

Sep 07, 2021
BUY
$62.51 - $67.36 $1.31 Million - $1.42 Million
21,015 Added 26.8%
99,442 $6.63 Million
Q2 2018

Sep 07, 2021
BUY
$59.06 - $64.29 $910,705 - $991,351
15,420 Added 24.47%
78,427 $4.9 Million
Q1 2018

Sep 07, 2021
BUY
$58.94 - $65.4 $850,032 - $943,198
14,422 Added 29.68%
63,007 $3.81 Million
Q4 2017

Sep 07, 2021
BUY
$57.99 - $61.7 $1.25 Million - $1.33 Million
21,509 Added 79.44%
48,585 $2.97 Million
Q3 2017

Sep 07, 2021
BUY
$57.1 - $57.63 $745,212 - $752,129
13,051 Added 93.06%
27,076 $1.56 Million
Q2 2017

Sep 07, 2021
BUY
N/A
5,801 Added 70.54%
14,025 $777,000
Q1 2017

Sep 07, 2021
BUY
N/A
700 Added 9.3%
8,224 $444,000
Q4 2016

Sep 07, 2021
BUY
N/A
3,178 Added 73.12%
7,524 $385,000
Q3 2016

Sep 07, 2021
BUY
N/A
2,067 Added 90.7%
4,346 $215,000
Q2 2016

Sep 07, 2021
SELL
N/A
-127 Reduced 5.28%
2,279 $217,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,406
2,406 $225,000

Others Institutions Holding ITOT

# of Institutions
1,725
Shares Held
335M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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