Geneos Wealth Management Inc. Ishares Ibonds Dec 2024 Term C Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,584 shares of IBDP stock, worth $39,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,584

Previous 1,584 -0.0%

Holding current value

$39,837

Previous $39,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$24.3 - $24.9 $24,300 - $24,900	-1,000 Reduced 38.7%	1,584 $38,000
Q2 2022 Jul 22, 2022	SELL	$24.47 - $25.06 $7,341 - $7,518	-300 Reduced 10.4%	2,584 $0
Q3 2021 Nov 09, 2021	BUY	$26.27 - $26.39 $41,611 - $41,801	1,584 Added 121.85%	2,884 $75,000
Q3 2020 Sep 07, 2021	SELL	$26.33 - $26.57 $5,266 - $5,314	-200 Reduced 13.33%	1,300 $34,000
Q1 2019 Sep 07, 2021	SELL	N/A	-430 Reduced 22.28%	1,500 $37,000
Q4 2018 Sep 07, 2021	SELL	N/A	-600 Reduced 23.72%	1,930 $46,000
Q3 2018 Sep 07, 2021	BUY	N/A	430 Added 20.48%	2,530 $60,000
Q2 2018 Sep 07, 2021	SELL	N/A	-430 Reduced 17.0%	2,100 $50,000
Q1 2018 Sep 07, 2021	BUY	N/A	2,100 Added 488.37%	2,530 $61,000
Q2 2016 Sep 07, 2021	BUY	N/A	430	430 $10,000

Others Institutions Holding IBDP

# of Institutions

385

Shares Held

75M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2024 TERM C

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Geneos Wealth Management Inc. Ishares Ibonds Dec 2024 Term C Transaction History