Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 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 98 shares of IHF stock, worth $5,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 98 -0.0%

Holding current value

$5,334

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$50.52 - $54.21 $4,395 - $4,716	-87 Reduced 47.03%	98 $5,000
Q1 2024 May 03, 2024	BUY	$53.16 - $270.62 $7,867 - $40,051	148 Added 400.0%	185 $10,000
Q3 2023 Oct 11, 2023	SELL	$246.1 - $264.99 $2,461 - $2,649	-10 Reduced 21.28%	37 $9,000
Q4 2022 Jan 30, 2023	BUY	$50.76 - $279.24 $2,385 - $13,124	47 New	47 $12,000
Q3 2021 Nov 09, 2021	SELL	$255.78 - $273.21 $30,437 - $32,511	-119 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$248.63 - $272.63 $29,586 - $32,442	119 New	119 $32,000
Q2 2020 Sep 07, 2021	SELL	$153.14 - $206.37 $7,656 - $10,318	-50 Closed	0 $0
Q4 2018 Sep 07, 2021	BUY	$162.04 - $201.83 $8,102 - $10,091	50 New	50 $8,000
Q2 2016 Sep 07, 2021	SELL	N/A	-25 Closed	0 $0
Q1 2016 Sep 07, 2021	BUY	N/A	25	25 $3,000

Others Institutions Holding IHF

# of Institutions

220

Shares Held

6.25M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

More about IHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Ishares Tr Transaction History