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 10,069 shares of IAK stock, worth $1.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,069

Previous 10,549 4.55%

Holding current value

$1.3 Million

Previous $1.36 Million 6.47%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$123.78 - $138.16 $59,414 - $66,316	-480 Reduced 4.55%	10,069 $1.27 Million
Q3 2024 Nov 14, 2024	BUY	$112.0 - $130.47 $784 - $913	7 Added 0.07%	10,549 $1.36 Million
Q2 2024 Jul 23, 2024	SELL	$109.54 - $117.86 $30,780 - $33,118	-281 Reduced 2.6%	10,542 $1.19 Million
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	$41.64 - $75.64 $8,328 - $15,128	-200 Reduced 50.0%	200 $9,000
Q4 2019 Sep 07, 2021	SELL	$68.78 - $71.74 $20,634 - $21,522	-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

167

Shares Held

3.93M

Call Options Held

4.4K

Put Options Held

1.7K

View Full List

About ISHARES TR

Ticker IAK
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Geneos Wealth Management Inc. Ishares Tr Transaction History