Geneos Wealth Management Inc. Ishares Tr Russell 1000 ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,408 shares of IWB stock, worth $459,557. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,504 6.38%
Holding current value
$459,557
Previous $472,000 4.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 21, 2025
SELL
$311.11 - $335.64 $29,866 - $32,221
-96 Reduced 6.38%
1,408 $453,000
Q3 2024

Nov 14, 2024
BUY
$283.28 - $314.39 $76,202 - $84,570
269 Added 21.78%
1,504 $472,000
Q2 2024

Jul 23, 2024
SELL
$272.21 - $298.72 $272 - $298
-1 Reduced 0.08%
1,235 $367,000
Q1 2024

May 03, 2024
BUY
$257.46 - $288.1 $257 - $288
1 Added 0.08%
1,236 $356,000
Q4 2023

Jan 26, 2024
SELL
$225.16 - $263.17 $100,646 - $117,636
-447 Reduced 26.58%
1,235 $323,000
Q3 2023

Oct 11, 2023
BUY
$234.05 - $252.17 $190,984 - $205,770
816 Added 94.23%
1,682 $395,000
Q2 2023

Aug 08, 2023
BUY
$221.85 - $243.74 $82,084 - $90,183
370 Added 74.6%
866 $211,000
Q1 2023

Apr 25, 2023
SELL
$208.78 - $230.55 $6,680 - $7,377
-32 Reduced 6.06%
496 $111,000
Q4 2022

Jan 30, 2023
BUY
$196.94 - $224.49 $97,682 - $111,347
496 Added 1550.0%
528 $111,000
Q3 2022

Nov 14, 2022
SELL
$197.33 - $237.63 $1,578 - $1,901
-8 Reduced 20.0%
32 $6,000
Q3 2021

Nov 09, 2021
SELL
$239.32 - $255.42 $6,700 - $7,151
-28 Reduced 41.18%
40 $9,000
Q2 2021

Jul 08, 2021
SELL
$226.48 - $242.11 $102,368 - $109,433
-452 Reduced 86.92%
68 $16,000
Q1 2021

Jun 17, 2021
SELL
$208.89 - $225.24 $9,608 - $10,361
-46 Reduced 8.13%
520 $122,000
Q4 2020

May 19, 2021
BUY
$182.85 - $211.84 $102,030 - $118,206
558 Added 6975.0%
566 $19,000
Q3 2020

Sep 07, 2021
SELL
$172.79 - $199.44 $84,494 - $97,526
-489 Reduced 98.39%
8 $1,000
Q2 2020

Sep 07, 2021
BUY
$135.3 - $179.75 $1,082 - $1,438
8 Added 1.64%
497 $82,000
Q1 2019

Sep 07, 2021
SELL
N/A
-107,016 Reduced 99.55%
489 $76,000
Q4 2018

Sep 07, 2021
BUY
N/A
107,080 Added 25195.29%
107,505 $14.8 Million
Q3 2018

Sep 07, 2021
SELL
N/A
-54 Reduced 11.27%
425 $68,000
Q4 2016

Sep 07, 2021
SELL
N/A
-66 Reduced 12.11%
479 $59,000
Q1 2016

Sep 07, 2021
BUY
N/A
545
545 $62,000

Others Institutions Holding IWB

# of Institutions
1,468
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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