Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 21,756 shares of IYG stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,756
Previous 20,646 5.38%
Holding current value
$1.78 Million
Previous $1.47 Million 15.42%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 21, 2025
BUY
$70.24 - $82.34 $77,966 - $91,397
1,110 Added 5.38%
21,756 $1.69 Million
Q3 2024

Nov 14, 2024
SELL
$64.2 - $71.76 $32,100 - $35,880
-500 Reduced 2.36%
20,646 $1.47 Million
Q1 2024

May 03, 2024
BUY
$63.91 - $191.92 $1.19 Million - $3.58 Million
18,665 Added 752.32%
21,146 $1.4 Million
Q4 2022

Jan 30, 2023
SELL
$46.92 - $169.19 $1,689 - $6,090
-36 Reduced 1.43%
2,481 $390,000
Q3 2022

Nov 14, 2022
BUY
$47.08 - $57.16 $73,209 - $88,883
1,555 Added 161.64%
2,517 $355,000
Q1 2022

May 16, 2022
SELL
$55.98 - $67.65 $6,885 - $8,320
-123 Reduced 11.34%
962 $173,000
Q2 2021

Jul 08, 2021
SELL
$57.88 - $63.59 $21,241 - $23,337
-367 Reduced 25.28%
1,085 $202,000
Q4 2020

May 19, 2021
BUY
$39.45 - $50.02 $8,166 - $10,354
207 Added 16.63%
1,452 $251,000
Q2 2020

Sep 07, 2021
BUY
$32.09 - $45.18 $2,246 - $3,162
70 Added 5.96%
1,245 $144,000
Q4 2018

Sep 07, 2021
SELL
N/A
-7 Reduced 0.59%
1,175 $130,000
Q3 2016

Sep 07, 2021
SELL
N/A
-7,085 Reduced 85.7%
1,182 $103,000
Q2 2016

Sep 07, 2021
BUY
N/A
7,085 Added 599.41%
8,267 $662,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,182
1,182 $96,000

Others Institutions Holding IYG

# of Institutions
255
Shares Held
12.4M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

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