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 1,143 shares of IFRA stock, worth $53,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,143

Previous 1,084 5.44%

Holding current value

$53,458

Previous $50,000 4.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$45.94 - $51.71 $2,710 - $3,050	59 Added 5.44%	1,143 $52,000
Q3 2024 Nov 14, 2024	BUY	$41.55 - $46.97 $18,406 - $20,807	443 Added 69.11%	1,084 $50,000
Q2 2024 Jul 23, 2024	BUY	$41.22 - $44.87 $6,842 - $7,448	166 Added 34.95%	641 $26,000
Q1 2024 May 03, 2024	SELL	$38.14 - $43.36 $7,589 - $8,628	-199 Reduced 29.53%	475 $20,000
Q4 2023 Jan 26, 2024	BUY	$34.58 - $40.63 $7,469 - $8,776	216 Added 47.16%	674 $27,000
Q3 2023 Oct 11, 2023	BUY	$36.59 - $40.45 $6,842 - $7,564	187 Added 69.0%	458 $16,000
Q2 2023 Aug 08, 2023	BUY	$35.99 - $39.08 $9,753 - $10,590	271 New	271 $10,000
Q2 2021 Jul 08, 2021	SELL	$34.54 - $36.88 $17,373 - $18,550	-503 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$29.45 - $34.94 $14,813 - $17,574	503 New	503 $17,000

Others Institutions Holding IFRA

# of Institutions

477

Shares Held

52.4M

Call Options Held

Put Options Held

100

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Geneos Wealth Management Inc. Ishares Tr Transaction History