Geneos Wealth Management Inc. Ishares Trust Ishares Esg Awar Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,437 shares of ESGU stock, worth $184,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,437
Previous 2,468 41.77%
Holding current value
$184,726
Previous $300,000 41.67%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$120.24 - $134.3 $123,967 - $138,463
-1,031 Reduced 41.77%
1,437 $175,000
Q1 2025

May 07, 2025
BUY
$120.24 - $134.3 $119,759 - $133,762
996 Added 67.66%
2,468 $300,000
Q4 2024

Jan 21, 2025
BUY
$124.61 - $133.96 $19,439 - $20,897
156 Added 11.85%
1,472 $189,000
Q3 2024

Nov 14, 2024
BUY
$113.45 - $126.18 $2,042 - $2,271
18 Added 1.39%
1,316 $166,000
Q2 2024

Jul 23, 2024
BUY
$108.69 - $119.84 $108 - $119
1 Added 0.08%
1,298 $154,000
Q1 2024

May 03, 2024
BUY
$102.91 - $114.96 $29,946 - $33,453
291 Added 28.93%
1,297 $149,000
Q4 2023

Jan 26, 2024
BUY
$89.99 - $105.25 $7,919 - $9,262
88 Added 9.59%
1,006 $105,000
Q3 2023

Oct 11, 2023
BUY
$93.48 - $100.86 $45,805 - $49,421
490 Added 114.49%
918 $86,000
Q2 2023

Aug 08, 2023
BUY
$88.97 - $97.46 $15,391 - $16,860
173 Added 67.84%
428 $41,000
Q3 2022

Nov 14, 2022
SELL
$79.41 - $95.97 $15,882 - $19,194
-200 Reduced 43.96%
255 $20,000
Q2 2022

Jul 22, 2022
SELL
$81.27 - $102.58 $10,158 - $12,822
-125 Reduced 21.55%
455 $38,000
Q1 2022

May 16, 2022
SELL
$93.13 - $108.44 $17,415 - $20,278
-187 Reduced 24.38%
580 $58,000
Q3 2021

Nov 09, 2021
BUY
$97.63 - $104.12 $19,526 - $20,824
200 Added 35.27%
767 $76,000
Q2 2021

Jul 08, 2021
SELL
$91.95 - $98.47 $46,526 - $49,825
-506 Reduced 47.16%
567 $56,000
Q1 2021

Jun 17, 2021
SELL
$84.89 - $91.26 $27,504 - $29,568
-324 Reduced 23.19%
1,073 $102,000
Q4 2020

May 19, 2021
BUY
$74.43 - $86.03 $80,756 - $93,342
1,085 Added 347.76%
1,397 $71,000
Q4 2018

Sep 07, 2021
SELL
$51.48 - $64.19 $411 - $513
-8 Reduced 2.5%
312 $16,000
Q3 2018

Sep 07, 2021
BUY
$59.42 - $64.63 $19,014 - $20,681
320 New
320 $20,000

Others Institutions Holding ESGU

# of Institutions
850
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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