Geneos Wealth Management Inc. Ishares Tr Russell 200 ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,837 shares of IWL stock, worth $470,715. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,837
Previous 1,906 48.85%
Holding current value
$470,715
Previous $261,000 66.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 18, 2025
BUY
$122.36 - $153.12 $113,917 - $142,554
931 Added 48.85%
2,837 $434,000
Q1 2025

May 21, 2025
SELL
$135.83 - $151.73 $21,461 - $23,973
-158 Reduced 7.66%
1,906 $261,000
Q1 2025

May 07, 2025
BUY
$135.83 - $151.73 $21,461 - $23,973
158 Added 8.29%
2,064 $283,000
Q4 2024

Jan 21, 2025
SELL
$138.92 - $149.97 $18,615 - $20,095
-134 Reduced 6.57%
1,906 $275,000
Q3 2024

Nov 14, 2024
BUY
$126.32 - $140.44 $2,652 - $2,949
21 Added 1.04%
2,040 $286,000
Q3 2023

Oct 11, 2023
SELL
$103.05 - $110.14 $73,268 - $78,309
-711 Reduced 26.04%
2,019 $208,000
Q2 2023

Aug 08, 2023
BUY
$96.37 - $106.64 $76,132 - $84,245
790 Added 40.72%
2,730 $291,000
Q1 2023

Apr 25, 2023
SELL
$89.07 - $98.04 $2,226 - $2,451
-25 Reduced 1.27%
1,940 $188,000
Q1 2022

May 16, 2022
BUY
$99.32 - $114.92 $2,483 - $2,873
25 Added 1.29%
1,965 $212,000
Q2 2021

Jul 08, 2021
BUY
$95.79 - $102.81 $8,142 - $8,738
85 Added 4.58%
1,940 $202,000
Q1 2021

Jun 17, 2021
SELL
$89.14 - $94.85 $259,932 - $276,582
-2,916 Reduced 61.12%
1,855 $185,000
Q4 2020

May 19, 2021
BUY
$78.58 - $90.29 $289,645 - $332,808
3,686 Added 339.72%
4,771 $451,000
Q3 2020

Sep 07, 2021
BUY
$74.58 - $87.05 $25,879 - $30,206
347 Added 47.02%
1,085 $86,000
Q2 2020

Sep 07, 2021
BUY
$58.95 - $76.73 $43,505 - $56,626
738 New
738 $53,000

Others Institutions Holding IWL

# of Institutions
216
Shares Held
8.32M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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