Geneos Wealth Management Inc. Ishares Russell 1000 Val ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,229 shares of IWD stock, worth $1.87 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,229
Previous 6,019 53.33%
Holding current value
$1.87 Million
Previous $1.13 Million 58.3%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Aug 18, 2025
BUY
$166.82 - $194.23 $535,492 - $623,478
3,210 Added 53.33%
9,229 $1.79 Million
Q1 2025

May 21, 2025
SELL
$182.82 - $196.21 $907,884 - $974,378
-4,966 Reduced 45.21%
6,019 $1.13 Million
Q1 2025

May 07, 2025
BUY
$182.82 - $196.21 $904,959 - $971,239
4,950 Added 82.02%
10,985 $2.07 Million
Q4 2024

Jan 21, 2025
SELL
$183.23 - $199.79 $51,121 - $55,741
-279 Reduced 4.42%
6,035 $1.12 Million
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $520 - $569
3 Added 0.05%
6,314 $1.2 Million
Q2 2024

Jul 23, 2024
BUY
$169.4 - $179.05 $31,169 - $32,945
184 Added 3.0%
6,311 $1.1 Million
Q1 2024

May 03, 2024
SELL
$161.84 - $179.11 $3.4 Million - $3.76 Million
-20,999 Reduced 77.41%
6,127 $1.1 Million
Q4 2023

Jan 26, 2024
BUY
$143.69 - $165.7 $297,438 - $342,999
2,070 Added 8.26%
27,126 $4.48 Million
Q3 2023

Oct 11, 2023
BUY
$151.73 - $163.56 $272,355 - $293,590
1,795 Added 7.72%
25,056 $3.8 Million
Q2 2023

Aug 08, 2023
BUY
$148.55 - $157.83 $125,524 - $133,366
845 Added 3.77%
23,261 $3.67 Million
Q1 2023

Apr 25, 2023
SELL
$145.2 - $161.56 $3 Million - $3.34 Million
-20,685 Reduced 47.99%
22,416 $3.41 Million
Q4 2022

Jan 30, 2023
SELL
$136.78 - $158.99 $3.94 Million - $4.58 Million
-28,828 Reduced 40.08%
43,101 $6.54 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $821,515 - $973,507
-6,041 Reduced 7.75%
71,929 $9.78 Million
Q2 2022

Jul 22, 2022
SELL
$140.99 - $168.41 $4.87 Million - $5.81 Million
-34,508 Reduced 30.68%
77,970 $0
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $280,984 - $304,871
-1,788 Reduced 1.56%
112,478 $18.7 Million
Q4 2021

Feb 09, 2022
SELL
$157.12 - $168.08 $147,064 - $157,322
-936 Reduced 0.81%
114,266 $19.2 Million
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $156,320 - $165,874
1,011 Added 0.89%
115,202 $18.3 Million
Q2 2021

Jul 08, 2021
BUY
$152.86 - $162.4 $303,427 - $322,364
1,985 Added 1.77%
114,191 $18.3 Million
Q1 2021

Jun 17, 2021
BUY
$134.89 - $153.0 $473,868 - $537,489
3,513 Added 3.23%
112,206 $17.7 Million
Q4 2020

May 19, 2021
BUY
$115.84 - $136.73 $12.2 Million - $14.3 Million
104,913 Added 2775.48%
108,693 $16.5 Million
Q2 2020

Sep 07, 2021
BUY
$94.52 - $125.14 $1,228 - $1,626
13 Added 0.35%
3,780 $413,000
Q1 2020

Sep 07, 2021
SELL
$85.17 - $138.52 $7,580 - $12,328
-89 Reduced 2.31%
3,767 $370,000
Q4 2019

Sep 07, 2021
BUY
$123.85 - $136.67 $1,114 - $1,230
9 Added 0.23%
3,856 $527,000
Q3 2019

Sep 07, 2021
SELL
$127.92 - $130.25 $1,918 - $1,953
-15 Reduced 0.39%
3,847 $492,000
Q2 2019

Sep 07, 2021
BUY
N/A
5 Added 0.13%
3,862 $491,000
Q1 2019

Sep 07, 2021
BUY
N/A
123 Added 3.29%
3,857 $476,000
Q4 2018

Sep 07, 2021
BUY
N/A
1,347 Added 56.43%
3,734 $411,000
Q3 2018

Sep 07, 2021
BUY
N/A
6 Added 0.25%
2,387 $302,000
Q2 2018

Sep 07, 2021
SELL
N/A
-520 Reduced 17.92%
2,381 $289,000
Q1 2018

Sep 07, 2021
SELL
N/A
-134 Reduced 4.42%
2,901 $348,000
Q4 2017

Sep 07, 2021
BUY
N/A
432 Added 16.6%
3,035 $377,000
Q3 2017

Sep 07, 2021
BUY
N/A
63 Added 2.48%
2,603 $308,000
Q2 2017

Sep 07, 2021
SELL
N/A
-251 Reduced 8.99%
2,540 $295,000
Q1 2017

Sep 07, 2021
BUY
N/A
374 Added 15.47%
2,791 $320,000
Q4 2016

Sep 07, 2021
BUY
N/A
287 Added 13.47%
2,417 $270,000
Q3 2016

Sep 07, 2021
BUY
N/A
10 Added 0.47%
2,130 $225,000
Q2 2016

Sep 07, 2021
BUY
N/A
553 Added 35.29%
2,120 $219,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,567
1,567 $155,000

Others Institutions Holding IWD

# of Institutions
1,948
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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