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 315 shares of IAT stock, worth $13,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares

315

Previous 526 40.11%

Holding current value

$13,346

Previous $22,000 40.91%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$39.12 - $43.38 $8,254 - $9,153	-211 Reduced 40.11%	315 $13,000
Q4 2023 Jan 26, 2024	BUY	$30.98 - $43.2 $16,295 - $22,723	526 New	526 $22,000
Q2 2021 Jul 08, 2021	SELL	N/A	-517 Closed	0 $0
Q4 2020 May 19, 2021	BUY	N/A	217 Added 72.33%	517 $17,000
Q2 2020 Sep 07, 2021	BUY	N/A	100 Added 50.0%	300 $9,000

Q3 2019 Sep 07, 2021	SELL	N/A	-950 Reduced 82.61%	200 $9,000
Q4 2018 Sep 07, 2021	BUY	N/A	200 Added 21.05%	1,150 $45,000
Q3 2018 Sep 07, 2021	BUY	N/A	550 Added 137.5%	950 $46,000
Q1 2018 Sep 07, 2021	SELL	N/A	-950 Reduced 70.37%	400 $20,000
Q3 2017 Sep 07, 2021	SELL	N/A	-200 Reduced 12.9%	1,350 $63,000
Q2 2017 Sep 07, 2021	BUY	N/A	750 Added 93.75%	1,550 $70,000
Q1 2017 Sep 07, 2021	SELL	N/A	-400 Reduced 33.33%	800 $35,000
Q3 2016 Sep 07, 2021	SELL	N/A	-269 Reduced 18.31%	1,200 $42,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,469	1,469 $46,000

Others Institutions Holding IAT

# of Institutions

171

Shares Held

5.64M

Call Options Held

137K

Put Options Held

103K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Tr Transaction History