Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 803 shares of IFRA stock, worth $40,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares

803

Previous 1,513 46.93%

Holding current value

$40,832

Previous $68,000 47.06%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$44.8 - $49.25 $31,807 - $34,967	-710 Reduced 46.93%	803 $36,000
Q1 2025 May 07, 2025	BUY	$44.8 - $49.25 $16,576 - $18,222	370 Added 32.37%	1,513 $68,000
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

396

Shares Held

30.4M

Call Options Held

800

Put Options Held

200

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