Geneos Wealth Management Inc. Ishares Trust Ishares 1 5 Year Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 18,576 shares of IGSB stock, worth $986,942. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,576

Previous 26,004 28.56%

Holding current value

$986,942

Previous $1.36 Million 27.99%

% of portfolio

0.03%

Previous 0.05%

39 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$51.68 - $52.76 $383,879 - $391,901	-7,428 Reduced 28.56%	18,576 $980,000
Q1 2025 May 21, 2025	SELL	$51.52 - $52.37 $452,448 - $459,913	-8,782 Reduced 25.25%	26,004 $1.36 Million
Q1 2025 May 07, 2025	BUY	$51.52 - $52.37 $683,721 - $695,002	13,271 Added 61.68%	34,786 $1.82 Million
Q4 2024 Jan 21, 2025	SELL	$51.54 - $52.55 $268,368 - $273,627	-5,207 Reduced 19.49%	21,515 $1.11 Million
Q3 2024 Nov 14, 2024	BUY	$51.02 - $52.74 $910,553 - $941,250	17,847 Added 201.09%	26,722 $1.41 Million
Q2 2024 Jul 23, 2024	BUY	$50.64 - $51.3 $29,573 - $29,959	584 Added 7.04%	8,875 $454,000
Q1 2024 May 03, 2024	SELL	$50.95 - $51.48 $49,166 - $49,678	-965 Reduced 10.43%	8,291 $425,000
Q4 2023 Jan 26, 2024	SELL	$49.4 - $51.28 $17,240 - $17,896	-349 Reduced 3.63%	9,256 $474,000
Q3 2023 Oct 11, 2023	SELL	$49.74 - $50.37 $163,246 - $165,314	-3,282 Reduced 25.47%	9,605 $478,000
Q2 2023 Aug 08, 2023	BUY	$50.02 - $50.76 $57,422 - $58,272	1,148 Added 9.78%	12,887 $646,000
Q1 2023 Apr 25, 2023	SELL	$49.56 - $50.75 $28,150 - $28,826	-568 Reduced 4.62%	11,739 $593,000
Q4 2022 Jan 30, 2023	SELL	$48.63 - $50.19 $277,045 - $285,932	-5,697 Reduced 31.64%	12,307 $613,000
Q3 2022 Nov 14, 2022	SELL	$49.08 - $51.27 $141,743 - $148,067	-2,888 Reduced 13.82%	18,004 $887,000
Q2 2022 Jul 22, 2022	BUY	$49.84 - $51.62 $7,874 - $8,155	158 Added 0.76%	20,892 $1.06 Million
Q1 2022 May 16, 2022	SELL	$51.49 - $53.86 $2.3 Million - $2.4 Million	-44,620 Reduced 68.27%	20,734 $1.07 Million
Q4 2021 Feb 09, 2022	BUY	$53.82 - $54.66 $237,077 - $240,777	4,405 Added 7.23%	65,354 $3.52 Million
Q3 2021 Nov 09, 2021	BUY	$54.6 - $54.92 $1.59 Million - $1.6 Million	29,209 Added 92.03%	60,949 $3.33 Million
Q2 2021 Jul 08, 2021	SELL	$54.57 - $54.92 $1.11 Million - $1.12 Million	-20,324 Reduced 39.04%	31,740 $1.74 Million
Q1 2021 Jun 17, 2021	SELL	$54.5 - $55.17 $34,117 - $34,536	-626 Reduced 1.19%	52,064 $2.85 Million
Q4 2020 May 19, 2021	SELL	$54.79 - $55.17 $2.5 Million - $2.52 Million	-45,673 Reduced 46.43%	52,690 $1.94 Million
Q3 2020 Sep 07, 2021	BUY	$54.69 - $55.09 $270,223 - $272,199	4,941 Added 5.29%	98,363 $5.4 Million
Q2 2020 Sep 07, 2021	BUY	$51.96 - $54.73 $1.72 Million - $1.81 Million	33,138 Added 54.97%	93,422 $5.11 Million
Q1 2020 Sep 07, 2021	BUY	$47.21 - $54.5 $2.28 Million - $2.63 Million	48,340 Added 404.72%	60,284 $3.13 Million
Q4 2019 Sep 07, 2021	BUY	$53.49 - $53.82 $304,358 - $306,235	5,690 Added 90.98%	11,944 $640,000
Q3 2019 Sep 07, 2021	BUY	$53.16 - $53.82 $15,203 - $15,392	286 Added 4.79%	6,254 $335,000
Q2 2019 Sep 07, 2021	BUY	$52.58 - $53.44 $133,500 - $135,684	2,539 Added 74.04%	5,968 $318,000
Q1 2019 Sep 07, 2021	SELL	$51.67 - $52.87 $34,825 - $35,634	-674 Reduced 16.43%	3,429 $181,000
Q4 2018 Sep 07, 2021	BUY	$51.35 - $51.73 $16,483 - $16,605	321 Added 8.49%	4,103 $211,000
Q3 2018 Sep 07, 2021	BUY	$51.75 - $52.0 $86,267 - $86,684	1,667 Added 78.82%	3,782 $196,000
Q2 2018 Sep 07, 2021	SELL	$51.75 - $52.05 $10,505 - $10,566	-203 Reduced 8.76%	2,115 $219,000
Q1 2018 Sep 07, 2021	BUY	$51.81 - $52.26 $2,435 - $2,456	47 Added 2.07%	2,318 $240,000
Q4 2017 Sep 07, 2021	BUY	$52.24 - $52.64 $156 - $157	3 Added 0.13%	2,271 $237,000
Q3 2017 Sep 07, 2021	SELL	$52.65 - $52.69 $26,219 - $26,239	-498 Reduced 18.0%	2,268 $238,000
Q2 2017 Sep 07, 2021	BUY	N/A	72 Added 2.67%	2,766 $291,000
Q1 2017 Sep 07, 2021	SELL	N/A	-5 Reduced 0.19%	2,694 $283,000
Q4 2016 Sep 07, 2021	SELL	N/A	-113 Reduced 4.02%	2,699 $283,000
Q3 2016 Sep 07, 2021	BUY	N/A	1,200 Added 74.44%	2,812 $297,000
Q2 2016 Sep 07, 2021	SELL	N/A	-25 Reduced 1.53%	1,612 $170,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,637	1,637 $172,000

Others Institutions Holding IGSB

# of Institutions

1,080

Shares Held

324M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Ishares Trust Ishares 1 5 Year Transaction History