Geneos Wealth Management Inc. Ishares Russell 2000 Gwt ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,213 shares of IWO stock, worth $1.99 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,213
Previous 8,256 0.52%
Holding current value
$1.99 Million
Previous $2.34 Million 0.81%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 21, 2025
SELL
$278.19 - $315.36 $11,962 - $13,560
-43 Reduced 0.52%
8,213 $2.36 Million
Q3 2024

Nov 14, 2024
BUY
$256.4 - $289.78 $174,351 - $197,050
680 Added 8.98%
8,256 $2.34 Million
Q2 2024

Jul 23, 2024
SELL
$245.29 - $268.7 $47,831 - $52,396
-195 Reduced 2.51%
7,576 $1.99 Million
Q1 2024

May 03, 2024
BUY
$239.5 - $270.8 $45,744 - $51,722
191 Added 2.52%
7,771 $2.1 Million
Q4 2023

Jan 26, 2024
SELL
$204.07 - $257.57 $3,673 - $4,636
-18 Reduced 0.24%
7,580 $1.91 Million
Q3 2023

Oct 11, 2023
BUY
$221.24 - $254.04 $26,991 - $30,992
122 Added 1.63%
7,598 $1.7 Million
Q2 2023

Aug 08, 2023
SELL
$219.8 - $242.66 $36,267 - $40,038
-165 Reduced 2.16%
7,476 $1.81 Million
Q1 2023

Apr 25, 2023
BUY
$212.51 - $245.01 $18,913 - $21,805
89 Added 1.18%
7,641 $1.73 Million
Q4 2022

Jan 30, 2023
BUY
$205.84 - $231.03 $7,616 - $8,548
37 Added 0.49%
7,552 $1.62 Million
Q3 2022

Nov 14, 2022
SELL
$202.93 - $248.43 $51,341 - $62,852
-253 Reduced 3.26%
7,515 $1.55 Million
Q2 2022

Jul 22, 2022
SELL
$194.2 - $261.13 $15,730 - $21,151
-81 Reduced 1.03%
7,768 $1.6 Million
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $50,097 - $63,489
-214 Reduced 2.65%
7,849 $2.01 Million
Q4 2021

Feb 09, 2022
SELL
$280.02 - $327.35 $334,903 - $391,510
-1,196 Reduced 12.92%
8,063 $2.36 Million
Q3 2021

Nov 09, 2021
BUY
$284.4 - $314.06 $41,522 - $45,852
146 Added 1.6%
9,259 $2.76 Million
Q2 2021

Jul 08, 2021
SELL
$278.74 - $313.3 $282,921 - $317,999
-1,015 Reduced 10.02%
9,113 $2.83 Million
Q4 2020

May 19, 2021
BUY
$223.17 - $294.86 $372,024 - $491,531
1,667 Added 19.7%
10,128 $2.99 Million
Q3 2020

Sep 07, 2021
SELL
$203.91 - $230.98 $102,974 - $116,644
-505 Reduced 5.63%
8,461 $1.83 Million
Q2 2020

Sep 07, 2021
SELL
$145.61 - $213.67 $72,805 - $106,835
-500 Reduced 5.28%
8,966 $1.8 Million
Q1 2020

Sep 07, 2021
BUY
$135.58 - $225.25 $18,710 - $31,084
138 Added 1.48%
9,466 $1.47 Million
Q4 2019

Sep 07, 2021
BUY
$186.63 - $216.19 $35,086 - $40,643
188 Added 2.06%
9,328 $2 Million
Q3 2019

Sep 07, 2021
SELL
$189.94 - $205.08 $19,943 - $21,533
-105 Reduced 1.14%
9,140 $1.76 Million
Q2 2019

Sep 07, 2021
BUY
$187.22 - $206.14 $138,542 - $152,543
740 Added 8.7%
9,245 $1.86 Million
Q1 2019

Sep 07, 2021
SELL
$164.26 - $202.05 $3,449 - $4,243
-21 Reduced 0.25%
8,505 $1.67 Million
Q4 2018

Sep 07, 2021
BUY
$156.33 - $211.73 $52,057 - $70,506
333 Added 4.06%
8,526 $1.42 Million
Q3 2018

Sep 07, 2021
BUY
$204.76 - $220.33 $59,994 - $64,556
293 Added 3.71%
8,193 $1.76 Million
Q2 2018

Sep 07, 2021
SELL
$185.51 - $214.36 $58,806 - $67,952
-317 Reduced 3.86%
7,900 $1.61 Million
Q1 2018

Sep 07, 2021
SELL
$179.86 - $200.59 $19,604 - $21,864
-109 Reduced 1.31%
8,217 $1.57 Million
Q4 2017

Sep 07, 2021
BUY
$177.13 - $188.2 $3,011 - $3,199
17 Added 0.2%
8,326 $1.55 Million
Q3 2017

Sep 07, 2021
SELL
$173.97 - $178.96 $85,245 - $87,690
-490 Reduced 5.57%
8,309 $1.49 Million
Q2 2017

Sep 07, 2021
BUY
N/A
234 Added 2.73%
8,799 $1.49 Million
Q1 2017

Sep 07, 2021
BUY
N/A
187 Added 2.23%
8,565 $1.38 Million
Q4 2016

Sep 07, 2021
BUY
N/A
439 Added 5.53%
8,378 $1.29 Million
Q3 2016

Sep 07, 2021
BUY
N/A
890 Added 12.63%
7,939 $1.18 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-340 Reduced 4.6%
7,049 $971,000
Q1 2016

Sep 07, 2021
BUY
N/A
7,389
7,389 $987,000

Others Institutions Holding IWO

# of Institutions
1,156
Shares Held
34.6M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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