Geneos Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 59,672 shares of IJR stock, worth $6.67 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
59,672
Previous 63,085
5.41%
Holding current value
$6.67 Million
Previous $7.38 Million
6.82%
% of portfolio
0.25%
Previous 0.28%
Shares
36 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio