Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 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 10,823 shares of IAK stock, worth $1.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,823

Previous 934 1058.78%

Holding current value

$1.21 Million

Previous $93,000 1265.59%

% of portfolio

0.06%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$101.06 - $117.39 $999,382 - $1.16 Million	9,889 Added 1058.78%	10,823 $1.27 Million
Q4 2023 Jan 26, 2024	BUY	$89.71 - $100.92 $65,847 - $74,075	734 Added 367.0%	934 $93,000
Q1 2020 Sep 07, 2021	SELL	N/A	-200 Reduced 50.0%	200 $9,000
Q4 2019 Sep 07, 2021	SELL	N/A	-300 Reduced 42.86%	400 $28,000
Q1 2019 Sep 07, 2021	SELL	N/A	-22 Reduced 3.05%	700 $44,000

Q4 2018 Sep 07, 2021	SELL	N/A	-407 Reduced 36.05%	722 $41,000
Q3 2018 Sep 07, 2021	BUY	N/A	500 Added 79.49%	1,129 $74,000
Q2 2018 Sep 07, 2021	SELL	N/A	-636 Reduced 50.28%	629 $38,000
Q1 2018 Sep 07, 2021	BUY	N/A	565 Added 80.71%	1,265 $81,000
Q1 2016 Sep 07, 2021	BUY	N/A	700	700 $35,000

Others Institutions Holding IAK

# of Institutions

119

Shares Held

3.85M

Call Options Held

3.3K

Put Options Held

1.4K

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Ishares Tr Transaction History