Geneos Wealth Management Inc. Ishares Msci Acwi ETF Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8 shares of ACWI stock, worth $969. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$969

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$117.05 - $123.03 $936 - $984	8 New	8 $0
Q1 2022 May 16, 2022	SELL	$92.11 - $106.34 $32,975 - $38,069	-358 Closed	0 $0
Q4 2019 Sep 07, 2021	SELL	$71.68 - $79.55 $3.07 Million - $3.41 Million	-42,897 Reduced 99.17%	358 $28,000
Q3 2019 Sep 07, 2021	BUY	$70.15 - $75.05 $3 Million - $3.21 Million	42,828 Added 10029.98%	43,255 $3.17 Million
Q4 2018 Sep 07, 2021	BUY	$61.18 - $74.47 $21,902 - $26,660	358 Added 518.84%	427 $27,000
Q3 2018 Sep 07, 2021	BUY	$70.85 - $74.69 $4,888 - $5,153	69 New	69 $5,000
Q1 2018 Sep 07, 2021	SELL	$69.83 - $77.54 $4,818 - $5,350	-69 Closed	0 $0
Q3 2017 Sep 07, 2021	BUY	$68.26 - $68.82 $4,709 - $4,748	69	69 $4,000

Others Institutions Holding ACWI

# of Institutions

754

Shares Held

76.8M

Call Options Held

1.75M

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Msci Acwi ETF Transaction History