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 1,538 shares of IYM stock, worth $211,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,228 25.24%
Holding current value
$211,721
Previous $184,000 8.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
BUY
$129.15 - $153.25 $40,036 - $47,507
310 Added 25.24%
1,538 $199,000
Q3 2024

Nov 14, 2024
SELL
$136.13 - $151.64 $11,434 - $12,737
-84 Reduced 6.4%
1,228 $184,000
Q2 2024

Jul 23, 2024
SELL
$140.01 - $149.03 $14,001 - $14,903
-100 Reduced 7.08%
1,312 $183,000
Q4 2022

Jan 30, 2023
SELL
$109.29 - $133.88 $18,470 - $22,625
-169 Reduced 10.69%
1,412 $176,000
Q3 2022

Nov 14, 2022
SELL
$106.58 - $130.61 $257,390 - $315,423
-2,415 Reduced 60.44%
1,581 $171,000
Q2 2022

Jul 22, 2022
BUY
$117.72 - $154.02 $247,329 - $323,596
2,101 Added 110.87%
3,996 $470,000
Q1 2022

May 16, 2022
BUY
$128.72 - $151.73 $4,891 - $5,765
38 Added 2.05%
1,895 $283,000
Q3 2021

Nov 09, 2021
SELL
$122.85 - $135.99 $52,334 - $57,931
-426 Reduced 18.66%
1,857 $234,000
Q2 2021

Jul 08, 2021
SELL
$126.01 - $141.25 $1,008 - $1,130
-8 Reduced 0.35%
2,283 $300,000
Q4 2020

May 19, 2021
BUY
$95.24 - $113.41 $761 - $907
8 Added 0.35%
2,291 $290,000
Q2 2020

Sep 07, 2021
BUY
$65.8 - $95.31 $5,527 - $8,006
84 Added 3.82%
2,283 $196,000
Q1 2020

Sep 07, 2021
SELL
$59.63 - $96.97 $18,246 - $29,672
-306 Reduced 12.22%
2,199 $149,000
Q4 2018

Sep 07, 2021
SELL
$78.95 - $99.65 $11,447 - $14,449
-145 Reduced 5.47%
2,505 $208,000
Q1 2018

Sep 07, 2021
SELL
$94.17 - $108.05 $24,484 - $28,093
-260 Reduced 8.93%
2,650 $254,000
Q4 2017

Sep 07, 2021
BUY
$96.74 - $102.54 $35,793 - $37,939
370 Added 14.57%
2,910 $297,000
Q3 2017

Sep 07, 2021
SELL
$95.26 - $95.84 $8,954 - $9,008
-94 Reduced 3.57%
2,540 $243,000
Q2 2017

Sep 07, 2021
SELL
N/A
-281 Reduced 9.64%
2,634 $235,000
Q1 2017

Sep 07, 2021
SELL
N/A
-495 Reduced 14.52%
2,915 $259,000
Q4 2016

Sep 07, 2021
SELL
N/A
-40 Reduced 1.16%
3,410 $283,000
Q3 2016

Sep 07, 2021
SELL
N/A
-8,424 Reduced 70.94%
3,450 $272,000
Q2 2016

Sep 07, 2021
BUY
N/A
9,234 Added 349.77%
11,874 $904,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,640
2,640 $195,000

Others Institutions Holding IYM

# of Institutions
206
Shares Held
2.49M
Call Options Held
900
Put Options Held
200
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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