Geneos Wealth Management Inc. Ishares Core S&P 500 ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 197,730 shares of IVV stock, worth $134 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
197,730
Previous 197,471 0.13%
Holding current value
$134 Million
Previous $123 Million 7.94%
% of portfolio
3.51%
Previous 3.13%

Shares

40 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$620.67 - $670.08 $160,753 - $173,550
259 Added 0.13%
197,730 $132 Million
Q2 2025

Aug 18, 2025
BUY
$498.8 - $620.9 $21.9 Million - $27.2 Million
43,846 Added 28.54%
197,471 $123 Million
Q1 2025

May 21, 2025
SELL
$554.06 - $615.85 $35.8 Million - $39.8 Million
-64,623 Reduced 29.61%
153,625 $86.3 Million
Q1 2025

May 07, 2025
BUY
$554.06 - $615.85 $41.7 Million - $46.3 Million
75,228 Added 52.6%
218,248 $123 Million
Q4 2024

Jan 21, 2025
BUY
$570.51 - $610.59 $2.45 Million - $2.62 Million
4,289 Added 3.09%
143,020 $84.2 Million
Q3 2024

Nov 14, 2024
SELL
$520.18 - $576.82 $615,893 - $682,954
-1,184 Reduced 0.85%
138,731 $80 Million
Q2 2024

Jul 23, 2024
BUY
$497.53 - $549.64 $6.15 Million - $6.79 Million
12,357 Added 9.69%
139,915 $76.6 Million
Q1 2024

May 03, 2024
SELL
$469.56 - $525.73 $3.56 Million - $3.99 Million
-7,582 Reduced 5.61%
127,558 $67.1 Million
Q4 2023

Jan 26, 2024
SELL
$412.55 - $479.0 $29.2 Million - $33.9 Million
-70,730 Reduced 34.36%
135,140 $64.5 Million
Q3 2023

Oct 11, 2023
BUY
$427.76 - $460.18 $721,203 - $775,863
1,686 Added 0.83%
205,870 $88.4 Million
Q2 2023

Aug 08, 2023
BUY
$406.17 - $445.71 $20.3 Million - $22.3 Million
50,059 Added 32.48%
204,184 $91 Million
Q1 2023

Apr 25, 2023
SELL
$381.13 - $418.66 $16.1 Million - $17.7 Million
-42,294 Reduced 21.53%
154,125 $63.4 Million
Q4 2022

Jan 30, 2023
BUY
$357.98 - $409.32 $1.59 Million - $1.81 Million
4,434 Added 2.31%
196,419 $75.5 Million
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $8.75 Million - $10.5 Million
-24,410 Reduced 11.28%
191,985 $68.9 Million
Q2 2022

Jul 22, 2022
BUY
$366.99 - $458.8 $8.13 Million - $10.2 Million
22,158 Added 11.41%
216,395 $82 Million
Q1 2022

May 16, 2022
SELL
$418.06 - $479.84 $3.27 Million - $3.75 Million
-7,824 Reduced 3.87%
194,237 $88.1 Million
Q4 2021

Feb 09, 2022
SELL
$430.29 - $479.53 $14.2 Million - $15.8 Million
-33,036 Reduced 14.05%
202,061 $96.3 Million
Q3 2021

Nov 09, 2021
BUY
$426.8 - $455.27 $2.77 Million - $2.96 Million
6,501 Added 2.84%
235,097 $102 Million
Q2 2021

Jul 08, 2021
SELL
$402.08 - $429.92 $6.58 Million - $7.04 Million
-16,367 Reduced 6.68%
228,596 $99.6 Million
Q1 2021

Jun 17, 2021
SELL
$370.22 - $398.75 $4.39 Million - $4.73 Million
-11,866 Reduced 4.62%
244,963 $103 Million
Q4 2020

May 19, 2021
BUY
$327.62 - $375.39 $5.39 Million - $6.17 Million
16,449 Added 6.84%
256,829 $96.2 Million
Q3 2020

Sep 07, 2021
BUY
$311.81 - $359.24 $3.23 Million - $3.72 Million
10,351 Added 4.5%
240,380 $79.3 Million
Q2 2020

Sep 07, 2021
SELL
$246.8 - $324.4 $1.45 Million - $1.91 Million
-5,884 Reduced 2.49%
230,029 $69.3 Million
Q1 2020

Sep 07, 2021
BUY
$224.65 - $339.88 $6.09 Million - $9.22 Million
27,124 Added 12.99%
235,913 $60 Million
Q4 2019

Sep 07, 2021
BUY
$289.63 - $324.32 $1.8 Million - $2.02 Million
6,217 Added 3.07%
208,789 $67.7 Million
Q3 2019

Sep 07, 2021
SELL
$285.57 - $303.77 $57,970 - $61,665
-203 Reduced 0.1%
202,572 $60.1 Million
Q2 2019

Sep 07, 2021
SELL
$276.38 - $296.02 $558,840 - $598,552
-2,022 Reduced 0.99%
202,775 $59.8 Million
Q1 2019

Sep 07, 2021
BUY
$245.43 - $286.57 $2.21 Million - $2.57 Million
8,985 Added 4.59%
204,797 $58.3 Million
Q4 2018

Sep 07, 2021
SELL
$236.09 - $293.95 $6.65 Million - $8.28 Million
-28,177 Reduced 12.58%
195,812 $49.4 Million
Q3 2018

Sep 07, 2021
BUY
$272.73 - $295.76 $1.93 Million - $2.1 Million
7,094 Added 3.27%
223,989 $65.6 Million
Q2 2018

Sep 07, 2021
BUY
$259.21 - $280.89 $905,679 - $981,429
3,494 Added 1.64%
216,895 $59.2 Million
Q1 2018

Sep 07, 2021
BUY
$259.62 - $288.66 $8.39 Million - $9.33 Million
32,335 Added 17.86%
213,401 $56.4 Million
Q4 2017

Sep 07, 2021
BUY
$253.97 - $271.47 $6.7 Million - $7.16 Million
26,385 Added 17.06%
181,066 $48.7 Million
Q3 2017

Sep 07, 2021
SELL
$246.18 - $253.1 $7.82 Million - $8.04 Million
-31,765 Reduced 17.04%
154,681 $39.1 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-112,115 Reduced 37.55%
186,446 $45.3 Million
Q1 2017

Sep 07, 2021
BUY
N/A
230,164 Added 336.51%
298,561 $70.8 Million
Q4 2016

Sep 07, 2021
BUY
N/A
13,138 Added 23.78%
68,397 $15.4 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-392 Reduced 0.7%
55,259 $12 Million
Q2 2016

Sep 07, 2021
BUY
N/A
25,031 Added 81.75%
55,651 $11.7 Million
Q1 2016

Sep 07, 2021
BUY
N/A
30,620
30,620 $6.37 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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