Geneos Wealth Management Inc. Ishares U S ETF Tr Int Rate He Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,404 shares of LQDH stock, worth $130,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,404
Previous 1,466 4.23%
Holding current value
$130,291
Previous $135,000 2.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
SELL
$92.14 - $93.55 $5,712 - $5,800
-62 Reduced 4.23%
1,404 $131,000
Q2 2025

Aug 18, 2025
BUY
$88.49 - $92.4 $129,726 - $135,458
1,466 New
1,466 $135,000
Q2 2022

Jul 22, 2022
SELL
$90.1 - $94.09 $111,904 - $116,859
-1,242 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$90.25 - $95.84 $1,805 - $1,916
-20 Reduced 1.58%
1,242 $116,000
Q4 2021

Feb 09, 2022
BUY
$94.78 - $96.77 $49,475 - $50,513
522 Added 70.54%
1,262 $120,000
Q3 2021

Nov 09, 2021
SELL
$95.2 - $96.92 $21,134 - $21,516
-222 Reduced 23.08%
740 $71,000
Q2 2021

Jul 08, 2021
BUY
$95.36 - $96.62 $48,252 - $48,889
506 Added 110.96%
962 $92,000
Q4 2020

May 19, 2021
SELL
$91.54 - $95.54 $759,232 - $792,408
-8,294 Reduced 94.79%
456 $43,000
Q3 2020

Sep 07, 2021
BUY
$90.35 - $92.21 $364,833 - $372,343
4,038 Added 85.7%
8,750 $792,000
Q2 2020

Sep 07, 2021
BUY
$81.0 - $90.22 $331,452 - $369,180
4,092 Added 660.0%
4,712 $420,000
Q2 2019

Sep 07, 2021
BUY
$92.3 - $94.62 $13,845 - $14,193
150 Added 31.91%
620 $58,000
Q3 2018

Sep 07, 2021
BUY
$95.54 - $97.16 $44,903 - $45,665
470 New
470 $45,000
Q2 2018

Sep 07, 2021
SELL
$95.15 - $97.3 $30,448 - $31,136
-320 Closed
0 $0
Q1 2018

Sep 07, 2021
SELL
$96.13 - $98.72 $14,419 - $14,808
-150 Reduced 31.91%
320 $30,000
Q4 2017

Sep 07, 2021
BUY
$95.91 - $97.33 $7,960 - $8,078
83 Added 21.45%
470 $45,000
Q2 2017

Sep 07, 2021
BUY
N/A
320 Added 477.61%
387 $36,000
Q4 2016

Sep 07, 2021
BUY
N/A
67
67 $6,000

Others Institutions Holding LQDH

# of Institutions
117
Shares Held
4.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
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More about LQDH
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