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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 97,553 shares of IVW stock, worth $11.7 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
97,553
Previous 93,356 4.5%
Holding current value
$11.7 Million
Previous $8.67 Million 23.93%
% of portfolio
0.27%
Previous 0.3%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$82.96 - $110.1 $348,183 - $462,089
4,197 Added 4.5%
97,553 $10.7 Million
Q1 2025

May 21, 2025
SELL
$92.45 - $106.69 $777,227 - $896,942
-8,407 Reduced 8.26%
93,356 $8.67 Million
Q1 2025

May 07, 2025
BUY
$92.45 - $106.69 $838,336 - $967,464
9,068 Added 9.78%
101,763 $9.45 Million
Q4 2024

Jan 21, 2025
BUY
$94.43 - $105.47 $21,435 - $23,941
227 Added 0.25%
92,695 $9.41 Million
Q3 2024

Nov 14, 2024
BUY
$84.77 - $97.13 $1,610 - $1,845
19 Added 0.02%
92,468 $8.85 Million
Q2 2024

Jul 23, 2024
SELL
$79.31 - $93.31 $58,927 - $69,329
-743 Reduced 0.8%
92,449 $8.56 Million
Q1 2024

May 03, 2024
BUY
$72.87 - $85.14 $14,792 - $17,283
203 Added 0.22%
93,192 $7.87 Million
Q4 2023

Jan 26, 2024
SELL
$65.78 - $75.4 $306,995 - $351,891
-4,667 Reduced 4.78%
92,989 $6.98 Million
Q3 2023

Oct 11, 2023
SELL
$68.05 - $72.66 $15,243 - $16,275
-224 Reduced 0.23%
97,656 $6.68 Million
Q2 2023

Aug 08, 2023
BUY
$63.21 - $70.48 $399,613 - $445,574
6,322 Added 6.9%
97,880 $6.9 Million
Q1 2023

Apr 25, 2023
BUY
$57.25 - $63.89 $70,474 - $78,648
1,231 Added 1.36%
91,558 $5.85 Million
Q4 2022

Jan 30, 2023
BUY
$56.73 - $63.56 $16,451 - $18,432
290 Added 0.32%
90,327 $5.28 Million
Q3 2022

Nov 14, 2022
SELL
$57.85 - $71.43 $553,450 - $683,370
-9,567 Reduced 9.61%
90,037 $5.21 Million
Q2 2022

Jul 22, 2022
BUY
$58.13 - $77.8 $62,315 - $83,401
1,072 Added 1.09%
99,604 $6.01 Million
Q1 2022

May 16, 2022
SELL
$68.33 - $84.32 $2.51 Million - $3.1 Million
-36,775 Reduced 27.18%
98,532 $7.53 Million
Q4 2021

Feb 09, 2022
SELL
$73.18 - $84.81 $88,255 - $102,280
-1,206 Reduced 0.88%
135,307 $11.3 Million
Q3 2021

Nov 09, 2021
BUY
$72.99 - $79.0 $53,720 - $58,144
736 Added 0.54%
136,513 $10.2 Million
Q2 2021

Jul 08, 2021
SELL
$65.96 - $72.81 $60,419 - $66,693
-916 Reduced 0.67%
135,777 $10 Million
Q1 2021

Jun 17, 2021
SELL
$61.43 - $67.25 $116,717 - $127,775
-1,900 Reduced 1.37%
136,693 $9.51 Million
Q4 2020

May 19, 2021
BUY
$56.17 - $63.82 $5.75 Million - $6.53 Million
102,329 Added 282.18%
138,593 $8.8 Million
Q3 2020

Sep 07, 2021
SELL
$52.42 - $62.43 $98,392 - $117,181
-1,877 Reduced 4.92%
36,264 $8.18 Million
Q2 2020

Sep 07, 2021
SELL
$39.5 - $52.48 $1,698 - $2,256
-43 Reduced 0.11%
38,141 $7.68 Million
Q1 2020

Sep 07, 2021
BUY
$36.14 - $52.65 $10,950 - $15,952
303 Added 0.8%
38,184 $6.17 Million
Q4 2019

Sep 07, 2021
SELL
$43.72 - $48.62 $44,157 - $49,106
-1,010 Reduced 2.6%
37,881 $7.37 Million
Q3 2019

Sep 07, 2021
SELL
$43.49 - $46.27 $10,176 - $10,827
-234 Reduced 0.6%
38,891 $6.97 Million
Q2 2019

Sep 07, 2021
BUY
$41.95 - $45.26 $74,545 - $80,427
1,777 Added 4.76%
39,125 $7.01 Million
Q1 2019

Sep 07, 2021
SELL
$36.63 - $43.33 $1,831 - $2,166
-50 Reduced 0.13%
37,348 $6.44 Million
Q4 2018

Sep 07, 2021
BUY
$35.15 - $44.43 $8,998 - $11,374
256 Added 0.69%
37,398 $5.58 Million
Q3 2018

Sep 07, 2021
SELL
$40.58 - $44.29 $14,649 - $15,988
-361 Reduced 0.96%
37,142 $6.58 Million
Q2 2018

Sep 07, 2021
BUY
$37.83 - $42.01 $34,047 - $37,809
900 Added 2.46%
37,503 $6.1 Million
Q1 2018

Sep 07, 2021
BUY
$37.4 - $41.49 $598 - $663
16 Added 0.04%
36,603 $5.68 Million
Q4 2017

Sep 07, 2021
BUY
$35.95 - $38.73 $36,417 - $39,233
1,013 Added 2.85%
36,587 $5.61 Million
Q3 2017

Sep 07, 2021
BUY
$35.46 - $35.85 $199,533 - $201,727
5,627 Added 18.79%
35,574 $5.1 Million
Q2 2017

Sep 07, 2021
BUY
N/A
25 Added 0.08%
29,947 $4.1 Million
Q1 2017

Sep 07, 2021
BUY
N/A
2,947 Added 10.92%
29,922 $3.94 Million
Q4 2016

Sep 07, 2021
BUY
N/A
2,205 Added 8.9%
26,975 $3.29 Million
Q3 2016

Sep 07, 2021
BUY
N/A
607 Added 2.51%
24,770 $3.01 Million
Q2 2016

Sep 07, 2021
BUY
N/A
2,284 Added 10.44%
24,163 $2.83 Million
Q1 2016

Sep 07, 2021
BUY
N/A
21,879
21,879 $2.56 Million

Others Institutions Holding IVW

# of Institutions
2,096
Shares Held
424M
Call Options Held
246K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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