A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 56,825 shares of IJH stock, worth $3.54 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
56,825
Previous 55,690 2.04%
Holding current value
$3.54 Million
Previous $3.26 Million 8.69%
% of portfolio
0.14%
Previous 0.15%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.32 - $62.65 $65,058 - $71,107
1,135 Added 2.04%
56,825 $3.54 Million
Q2 2024

Jul 23, 2024

BUY
$56.43 - $60.79 $42,435 - $45,714
752 Added 1.37%
55,690 $3.26 Million
Q1 2024

May 03, 2024

BUY
$56.98 - $284.98 $2.48 Million - $12.4 Million
43,604 Added 384.72%
54,938 $3.34 Million
Q4 2023

Jan 26, 2024

BUY
$232.04 - $279.85 $894,978 - $1.08 Million
3,857 Added 51.58%
11,334 $3.14 Million
Q3 2023

Oct 11, 2023

BUY
$246.15 - $272.4 $60,552 - $67,010
246 Added 3.4%
7,477 $1.86 Million
Q2 2023

Aug 08, 2023

BUY
$240.22 - $261.48 $137,405 - $149,566
572 Added 8.59%
7,231 $1.89 Million
Q1 2023

Apr 25, 2023

SELL
$237.25 - $271.72 $11,388 - $13,042
-48 Reduced 0.72%
6,659 $1.67 Million
Q4 2022

Jan 30, 2023

BUY
$44.74 - $257.0 $1,610 - $9,252
36 Added 0.54%
6,707 $1.62 Million
Q3 2022

Nov 14, 2022

SELL
$43.85 - $263.28 $72,089 - $432,832
-1,644 Reduced 19.77%
6,671 $1.46 Million
Q2 2022

Jul 22, 2022

BUY
$219.07 - $270.08 $2,409 - $2,970
11 Added 0.13%
8,315 $1.88 Million
Q1 2022

May 16, 2022

SELL
$251.21 - $285.37 $707,407 - $803,601
-2,816 Reduced 25.32%
8,304 $2.23 Million
Q4 2021

Feb 09, 2022

BUY
$265.81 - $290.54 $92,236 - $100,817
347 Added 3.22%
11,120 $3.15 Million
Q3 2021

Nov 09, 2021

SELL
$256.44 - $277.04 $15,386 - $16,622
-60 Reduced 0.55%
10,773 $2.88 Million
Q2 2021

Jul 08, 2021

SELL
$260.21 - $276.38 $11.1 Million - $11.7 Million
-42,499 Reduced 79.69%
10,833 $2.93 Million
Q1 2021

Jun 17, 2021

SELL
$226.3 - $267.93 $452,600 - $535,860
-2,000 Reduced 3.61%
53,332 $14.5 Million
Q4 2020

May 19, 2021

BUY
$187.77 - $230.69 $7.48 Million - $9.19 Million
39,856 Added 257.53%
55,332 $3.82 Million
Q3 2020

Sep 07, 2021

SELL
$174.43 - $196.49 $822,786 - $926,843
-4,717 Reduced 23.36%
15,476 $2.8 Million
Q2 2020

Sep 07, 2021

SELL
$133.18 - $194.42 $95,623 - $139,593
-718 Reduced 3.43%
20,193 $3.46 Million
Q1 2020

Sep 07, 2021

SELL
$121.75 - $210.58 $5.31 Million - $9.18 Million
-43,611 Reduced 67.59%
20,911 $2.97 Million
Q4 2019

Sep 07, 2021

SELL
$185.78 - $206.16 $334,589 - $371,294
-1,801 Reduced 2.72%
64,522 $13.3 Million
Q3 2019

Sep 07, 2021

BUY
$183.17 - $198.52 $388,137 - $420,663
2,119 Added 3.3%
66,323 $12.7 Million
Q2 2019

Sep 07, 2021

SELL
$181.14 - $198.0 $104,698 - $114,444
-578 Reduced 0.89%
64,204 $12.5 Million
Q1 2019

Sep 07, 2021

BUY
$162.83 - $193.4 $1.25 Million - $1.48 Million
7,677 Added 13.44%
64,782 $12.3 Million
Q4 2018

Sep 07, 2021

SELL
$156.48 - $199.76 $8.09 Million - $10.3 Million
-51,720 Reduced 47.53%
57,105 $9.38 Million
Q3 2018

Sep 07, 2021

BUY
$194.86 - $204.98 $91,779 - $96,545
471 Added 0.43%
108,825 $21.9 Million
Q2 2018

Sep 07, 2021

SELL
$183.17 - $200.64 $633,218 - $693,612
-3,457 Reduced 3.09%
108,354 $21.1 Million
Q1 2018

Sep 07, 2021

BUY
$179.89 - $199.21 $487,861 - $540,257
2,712 Added 2.49%
111,811 $21 Million
Q4 2017

Sep 07, 2021

BUY
$180.58 - $190.73 $3.01 Million - $3.18 Million
16,652 Added 18.01%
109,099 $20.7 Million
Q3 2017

Sep 07, 2021

SELL
$176.74 - $178.9 $3.58 Million - $3.62 Million
-20,248 Reduced 17.97%
92,447 $16.5 Million
Q2 2017

Sep 07, 2021

BUY
N/A
77 Added 0.07%
112,695 $19.6 Million
Q1 2017

Sep 07, 2021

BUY
N/A
73,974 Added 191.42%
112,618 $19.3 Million
Q4 2016

Sep 07, 2021

SELL
N/A
-18,273 Reduced 32.1%
38,644 $6.39 Million
Q3 2016

Sep 07, 2021

BUY
N/A
19,378 Added 51.62%
56,917 $8.81 Million
Q2 2016

Sep 07, 2021

BUY
N/A
26,026 Added 226.06%
37,539 $5.62 Million
Q1 2016

Sep 07, 2021

BUY
N/A
11,513
11,513 $1.67 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.