A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 24,537 shares of IBTE stock, worth $587,415. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,537
Previous 24,228 1.28%
Holding current value
$587,415
Previous $580,000 1.38%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$23.88 - $24.01 $7,378 - $7,419
309 Added 1.28%
24,537 $588,000
Q2 2024

Jul 23, 2024

BUY
$23.85 - $23.98 $28,882 - $29,039
1,211 Added 5.26%
24,228 $580,000
Q1 2024

May 03, 2024

SELL
$23.85 - $23.95 $25,734 - $25,842
-1,079 Reduced 4.48%
23,017 $551,000
Q4 2023

Jan 26, 2024

SELL
$23.75 - $23.91 $6,151 - $6,192
-259 Reduced 1.06%
24,096 $574,000
Q3 2023

Oct 11, 2023

BUY
$23.72 - $23.85 $577,700 - $580,866
24,355 New
24,355 $580,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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