Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,220 shares of IBDS stock, worth $101,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,220
Previous 9,620 56.13%
Holding current value
$101,913
Previous $232,000 56.03%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$23.9 - $24.18 $129,059 - $130,572
-5,400 Reduced 56.13%
4,220 $102,000
Q1 2025

May 07, 2025
BUY
$23.9 - $24.18 $148,658 - $150,399
6,220 Added 182.94%
9,620 $232,000
Q4 2021

Feb 09, 2022
SELL
$26.38 - $27.03 $15,828 - $16,218
-600 Reduced 15.0%
3,400 $90,000
Q1 2020

Sep 07, 2021
BUY
$22.37 - $26.87 $15,659 - $18,809
700 Added 21.21%
4,000 $96,000
Q4 2019

Sep 07, 2021
BUY
$25.68 - $26.07 $66,768 - $67,782
2,600 Added 371.43%
3,300 $85,000
Q3 2019

Sep 07, 2021
BUY
$25.24 - $26.19 $17,668 - $18,333
700 New
700 $18,000

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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