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 314 shares of IAT stock, worth $16,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares
314
Previous 314 -0.0%
Holding current value
$16,673
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$39.17 - $43.65 $39 - $43
-1 Reduced 0.32%
314 $13,000
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
$54.96 - $62.64 $28,414 - $32,384
-517 Closed
0 $0
Q4 2020

May 19, 2021
BUY
$32.9 - $45.34 $7,139 - $9,838
217 Added 72.33%
517 $17,000
Q2 2020

Sep 07, 2021
BUY
$26.19 - $41.02 $2,619 - $4,102
100 Added 50.0%
300 $9,000
Q3 2019

Sep 07, 2021
SELL
$45.83 - $47.64 $43,538 - $45,258
-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
196
Shares Held
5.61M
Call Options Held
149K
Put Options Held
240K
View Full List

About ISHARES TR

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