Geneos Wealth Management Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 502,932 shares of ISTB stock, worth $24.2 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
502,932
Previous 465,008 8.16%
Holding current value
$24.2 Million
Previous $22 Million 11.15%
% of portfolio
0.94%
Previous 0.98%

Shares

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

Nov 14, 2024
BUY
$47.18 - $48.74 $1.79 Million - $1.85 Million
37,924 Added 8.16%
502,932 $24.5 Million
Q2 2024

Jul 23, 2024
BUY
$46.84 - $47.46 $427,321 - $432,977
9,123 Added 2.0%
465,008 $22 Million
Q1 2024

May 03, 2024
BUY
$47.16 - $47.73 $326,913 - $330,864
6,932 Added 1.54%
455,885 $21.6 Million
Q4 2023

Jan 26, 2024
SELL
$46.0 - $47.56 $726,662 - $751,305
-15,797 Reduced 3.4%
448,953 $21.4 Million
Q3 2023

Oct 11, 2023
BUY
$46.26 - $46.9 $835,178 - $846,732
18,054 Added 4.04%
464,750 $21.6 Million
Q2 2023

Aug 08, 2023
BUY
$46.63 - $47.38 $409,038 - $415,617
8,772 Added 2.0%
446,696 $20.8 Million
Q1 2023

Apr 25, 2023
BUY
$46.16 - $47.28 $312,087 - $319,660
6,761 Added 1.57%
437,924 $20.7 Million
Q4 2022

Jan 30, 2023
BUY
$45.61 - $46.84 $105,131 - $107,966
2,305 Added 0.54%
431,163 $20 Million
Q3 2022

Nov 14, 2022
SELL
$45.93 - $47.9 $826,418 - $861,864
-17,993 Reduced 4.03%
428,858 $19.8 Million
Q2 2022

Jul 22, 2022
SELL
$46.78 - $48.31 $300,000 - $309,812
-6,413 Reduced 1.41%
446,851 $0
Q1 2022

May 16, 2022
SELL
$48.28 - $50.36 $702,908 - $733,191
-14,559 Reduced 3.11%
453,264 $22 Million
Q4 2021

Feb 09, 2022
BUY
$50.4 - $51.06 $1.14 Million - $1.16 Million
22,672 Added 5.09%
467,823 $23.6 Million
Q3 2021

Nov 09, 2021
BUY
$51.04 - $51.35 $22.5 Million - $22.6 Million
440,629 Added 9744.12%
445,151 $22.7 Million
Q2 2021

Jul 08, 2021
BUY
$51.18 - $51.42 $28,149 - $28,281
550 Added 13.85%
4,522 $231,000
Q4 2020

May 19, 2021
BUY
$51.33 - $51.65 $47,223 - $47,518
920 Added 30.14%
3,972 $203,000
Q3 2020

Sep 07, 2021
BUY
$51.36 - $51.69 $513 - $516
10 Added 0.33%
3,052 $157,000
Q3 2018

Sep 07, 2021
BUY
N/A
3,042 New
3,042 $149,000
Q2 2018

Sep 07, 2021
SELL
N/A
-3,042 Closed
0 $0
Q2 2017

Sep 07, 2021
BUY
N/A
2,982 Added 4970.0%
3,042 $152,000
Q3 2016

Sep 07, 2021
BUY
N/A
30 Added 100.0%
60 $3,000
Q1 2016

Sep 07, 2021
BUY
N/A
30
30 $3,000

Others Institutions Holding ISTB

# of Institutions
388
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
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