A detailed history of Geneos Wealth Management Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 29,402 shares of IWM stock, worth $6.52 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
29,402
Previous 28,442 3.38%
Holding current value
$6.52 Million
Previous $5.77 Million 12.55%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $192,835 - $215,616
960 Added 3.38%
29,402 $6.49 Million
Q2 2024

Jul 23, 2024

SELL
$192.84 - $209.44 $17,548 - $19,059
-91 Reduced 0.32%
28,442 $5.77 Million
Q1 2024

May 03, 2024

SELL
$189.48 - $210.3 $70,486 - $78,231
-372 Reduced 1.29%
28,533 $6 Million
Q4 2023

Jan 26, 2024

SELL
$162.21 - $204.82 $2.45 Million - $3.09 Million
-15,086 Reduced 34.29%
28,905 $5.8 Million
Q3 2023

Oct 11, 2023

SELL
$174.36 - $198.71 $2.26 Million - $2.57 Million
-12,949 Reduced 22.74%
43,991 $7.77 Million
Q2 2023

Aug 08, 2023

BUY
$170.4 - $187.93 $1.11 Million - $1.22 Million
6,496 Added 12.88%
56,940 $10.7 Million
Q1 2023

Apr 25, 2023

SELL
$170.25 - $198.32 $2.17 Million - $2.53 Million
-12,765 Reduced 20.19%
50,444 $9 Million
Q4 2022

Jan 30, 2023

BUY
$166.81 - $188.05 $7.35 Million - $8.28 Million
44,035 Added 229.66%
63,209 $11 Million
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $250,195 - $306,430
-1,524 Reduced 7.36%
19,174 $3.16 Million
Q2 2022

Jul 22, 2022

SELL
$163.9 - $207.91 $133,906 - $169,862
-817 Reduced 3.8%
20,698 $3.51 Million
Q1 2022

May 16, 2022

SELL
$191.52 - $225.32 $2.89 Million - $3.4 Million
-15,082 Reduced 41.21%
21,515 $4.42 Million
Q4 2021

Feb 09, 2022

SELL
$212.12 - $242.56 $1.27 Million - $1.45 Million
-5,971 Reduced 14.03%
36,597 $8.14 Million
Q3 2021

Nov 09, 2021

SELL
$211.73 - $231.39 $728,139 - $795,750
-3,439 Reduced 7.47%
42,568 $9.46 Million
Q2 2021

Jul 08, 2021

SELL
$211.85 - $232.89 $1.46 Million - $1.6 Million
-6,883 Reduced 13.01%
46,007 $10.5 Million
Q1 2021

Jun 17, 2021

SELL
$193.5 - $234.42 $213,237 - $258,330
-1,102 Reduced 2.04%
52,890 $11.9 Million
Q4 2020

May 19, 2021

BUY
$152.18 - $199.14 $4.24 Million - $5.54 Million
27,840 Added 106.45%
53,992 $11.2 Million
Q3 2020

Sep 07, 2021

BUY
$139.07 - $158.46 $30,039 - $34,227
216 Added 0.83%
26,152 $3.83 Million
Q2 2020

Sep 07, 2021

BUY
$104.62 - $153.09 $92,065 - $134,719
880 Added 3.51%
25,936 $3.54 Million
Q1 2020

Sep 07, 2021

SELL
$99.9 - $169.53 $1.29 Million - $2.19 Million
-12,891 Reduced 33.97%
25,056 $2.82 Million
Q4 2019

Sep 07, 2021

BUY
$146.46 - $166.68 $150,853 - $171,680
1,030 Added 2.79%
37,947 $6.29 Million
Q3 2019

Sep 07, 2021

BUY
$144.85 - $157.9 $225,821 - $246,166
1,559 Added 4.41%
36,917 $5.58 Million
Q2 2019

Sep 07, 2021

SELL
$145.86 - $160.71 $894,267 - $985,313
-6,131 Reduced 14.78%
35,358 $5.5 Million
Q1 2019

Sep 07, 2021

SELL
$132.25 - $158.24 $1.27 Million - $1.52 Million
-9,635 Reduced 18.85%
41,489 $6.35 Million
Q4 2018

Sep 07, 2021

BUY
$125.88 - $166.33 $1.38 Million - $1.83 Million
10,980 Added 27.35%
51,124 $6.8 Million
Q3 2018

Sep 07, 2021

BUY
$164.2 - $173.02 $2.66 Million - $2.8 Million
16,179 Added 67.51%
40,144 $6.77 Million
Q2 2018

Sep 07, 2021

BUY
$148.13 - $169.97 $159,832 - $183,397
1,079 Added 4.71%
23,965 $3.92 Million
Q1 2018

Sep 07, 2021

SELL
$145.44 - $159.96 $1.99 Million - $2.19 Million
-13,708 Reduced 37.46%
22,886 $3.47 Million
Q4 2017

Sep 07, 2021

SELL
$145.63 - $154.3 $166,746 - $176,673
-1,145 Reduced 3.03%
36,594 $5.58 Million
Q3 2017

Sep 07, 2021

SELL
$144.61 - $148.18 $142,007 - $145,512
-982 Reduced 2.54%
37,739 $5.59 Million
Q2 2017

Sep 07, 2021

BUY
N/A
1,280 Added 3.42%
38,721 $5.46 Million
Q1 2017

Sep 07, 2021

BUY
N/A
13,159 Added 54.19%
37,441 $5.15 Million
Q4 2016

Sep 07, 2021

SELL
N/A
-4,209 Reduced 14.77%
24,282 $3.27 Million
Q3 2016

Sep 07, 2021

SELL
N/A
-7,953 Reduced 21.82%
28,491 $3.54 Million
Q2 2016

Sep 07, 2021

SELL
N/A
-4,990 Reduced 12.04%
36,444 $4.21 Million
Q1 2016

Sep 07, 2021

BUY
N/A
41,434
41,434 $4.6 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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