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 798 shares of IHE stock, worth $54,710. This represents 0.0% of its overall portfolio holdings.

Number of Shares

798

Previous 798 -0.0%

Holding current value

$54,710

Previous $56,000 7.14%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$66.67 - $208.65 $39,001 - $122,060	585 Added 274.65%	798 $54,000
Q3 2022 Nov 14, 2022	SELL	$56.37 - $195.56 $56 - $195	-1 Reduced 0.47%	213 $36,000
Q1 2022 May 16, 2022	SELL	$180.82 - $198.07 $27,665 - $30,304	-153 Reduced 41.69%	214 $41,000
Q2 2021 Jul 08, 2021	SELL	$174.94 - $189.58 $524 - $568	-3 Reduced 0.81%	367 $69,000
Q1 2021 Jun 17, 2021	BUY	$171.78 - $186.35 $343 - $372	2 Added 0.54%	370 $66,000
Q4 2020 May 19, 2021	BUY	$159.02 - $179.44 $159 - $179	1 Added 0.27%	368 $65,000
Q4 2019 Sep 07, 2021	BUY	$137.35 - $161.75 $29,255 - $34,452	213 Added 138.31%	367 $58,000
Q3 2017 Sep 07, 2021	BUY	$154.56 - $156.36 $23,802 - $24,079	154 New	154 $24,000
Q2 2017 Sep 07, 2021	SELL	N/A	-64 Closed	0 $0
Q4 2016 Sep 07, 2021	BUY	N/A	50 Added 357.14%	64 $9,000
Q1 2016 Sep 07, 2021	BUY	N/A	14	14 $1,000

Others Institutions Holding IHE

# of Institutions

166

Shares Held

5.61M

Call Options Held

100

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Tr Transaction History