Geneos Wealth Management Inc. Ishares Russell2000 Val ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,867 shares of IWN stock, worth $2.95 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,867
Previous 19,186 12.09%
Holding current value
$2.95 Million
Previous $3.03 Million 1.45%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 22, 2025
SELL
$157.1 - $178.94 $364,314 - $414,961
-2,319 Reduced 12.09%
16,867 $2.98 Million
Q2 2025

Aug 18, 2025
BUY
$131.84 - $157.76 $194,859 - $233,169
1,478 Added 8.35%
19,186 $3.03 Million
Q1 2025

May 21, 2025
SELL
$149.27 - $169.4 $544,686 - $618,140
-3,649 Reduced 17.09%
17,708 $2.67 Million
Q1 2025

May 07, 2025
BUY
$149.27 - $169.4 $624,993 - $709,277
4,187 Added 24.39%
21,357 $3.22 Million
Q4 2024

Jan 21, 2025
BUY
$162.69 - $181.35 $1,301 - $1,450
8 Added 0.05%
17,170 $2.82 Million
Q3 2024

Nov 14, 2024
BUY
$150.05 - $171.34 $245,931 - $280,826
1,639 Added 10.56%
17,162 $2.86 Million
Q2 2024

Jul 23, 2024
SELL
$146.03 - $158.93 $15,917 - $17,323
-109 Reduced 0.7%
15,523 $2.36 Million
Q1 2024

May 03, 2024
SELL
$145.61 - $158.81 $143,862 - $156,904
-988 Reduced 5.94%
15,632 $2.48 Million
Q4 2023

Jan 26, 2024
SELL
$125.51 - $158.2 $38,782 - $48,883
-309 Reduced 1.83%
16,620 $2.58 Million
Q3 2023

Oct 11, 2023
BUY
$133.8 - $151.24 $237,361 - $268,299
1,774 Added 11.71%
16,929 $2.29 Million
Q2 2023

Aug 08, 2023
SELL
$128.93 - $142.33 $351,463 - $387,991
-2,726 Reduced 15.25%
15,155 $2.13 Million
Q1 2023

Apr 25, 2023
BUY
$130.78 - $156.96 $7,192 - $8,632
55 Added 0.31%
17,881 $2.45 Million
Q4 2022

Jan 30, 2023
BUY
$131.32 - $149.64 $89,166 - $101,605
679 Added 3.96%
17,826 $2.47 Million
Q3 2022

Nov 14, 2022
BUY
$128.93 - $159.38 $238,520 - $294,853
1,850 Added 12.09%
17,147 $2.21 Million
Q2 2022

Jul 22, 2022
SELL
$134.47 - $162.71 $1.8 Million - $2.18 Million
-13,407 Reduced 46.71%
15,297 $2.08 Million
Q1 2022

May 16, 2022
BUY
$151.25 - $169.21 $2.17 Million - $2.43 Million
14,371 Added 100.27%
28,704 $4.63 Million
Q4 2021

Feb 09, 2022
SELL
$157.31 - $176.88 $2.83 Million - $3.18 Million
-17,990 Reduced 55.66%
14,333 $2.38 Million
Q3 2021

Nov 09, 2021
SELL
$152.99 - $167.43 $103,115 - $112,847
-674 Reduced 2.04%
32,323 $5.27 Million
Q2 2021

Jul 08, 2021
SELL
$156.91 - $173.97 $156,282 - $173,274
-996 Reduced 2.93%
32,997 $5.46 Million
Q1 2021

Jun 17, 2021
BUY
$130.0 - $169.53 $117,000 - $152,577
900 Added 2.72%
33,993 $5.52 Million
Q4 2020

May 19, 2021
BUY
$100.9 - $132.3 $1.85 Million - $2.42 Million
18,319 Added 123.99%
33,093 $5.2 Million
Q3 2020

Sep 07, 2021
BUY
$91.58 - $108.28 $52,566 - $62,152
574 Added 4.04%
14,774 $1.43 Million
Q2 2020

Sep 07, 2021
BUY
$74.44 - $109.12 $16,972 - $24,879
228 Added 1.63%
14,200 $1.31 Million
Q1 2020

Sep 07, 2021
BUY
$71.79 - $129.5 $28,213 - $50,893
393 Added 2.89%
13,972 $1.14 Million
Q4 2019

Sep 07, 2021
SELL
$115.48 - $129.0 $4.8 Million - $5.36 Million
-41,552 Reduced 75.37%
13,579 $1.74 Million
Q3 2019

Sep 07, 2021
BUY
$110.84 - $123.96 $4.66 Million - $5.21 Million
42,015 Added 320.33%
55,131 $6.6 Million
Q2 2019

Sep 07, 2021
BUY
$114.14 - $126.06 $135,027 - $149,128
1,183 Added 9.91%
13,116 $1.58 Million
Q1 2019

Sep 07, 2021
BUY
$107.18 - $125.8 $5,466 - $6,415
51 Added 0.43%
11,933 $1.43 Million
Q4 2018

Sep 07, 2021
SELL
$102.04 - $131.92 $79,387 - $102,633
-778 Reduced 6.15%
11,882 $1.27 Million
Q3 2018

Sep 07, 2021
SELL
$132.46 - $137.1 $7,417 - $7,677
-56 Reduced 0.44%
12,660 $1.68 Million
Q2 2018

Sep 07, 2021
BUY
$119.36 - $135.64 $142,635 - $162,089
1,195 Added 10.37%
12,716 $1.68 Million
Q1 2018

Sep 07, 2021
BUY
$118.48 - $130.86 $83,883 - $92,648
708 Added 6.55%
11,521 $1.4 Million
Q4 2017

Sep 07, 2021
SELL
$121.05 - $128.04 $41,399 - $43,789
-342 Reduced 3.07%
10,813 $1.36 Million
Q3 2017

Sep 07, 2021
SELL
$121.64 - $124.12 $871,550 - $889,319
-7,165 Reduced 39.11%
11,155 $1.38 Million
Q2 2017

Sep 07, 2021
BUY
N/A
316 Added 1.76%
18,320 $2.18 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-1,375 Reduced 7.1%
18,004 $2.13 Million
Q4 2016

Sep 07, 2021
BUY
N/A
1,566 Added 8.79%
19,379 $2.3 Million
Q3 2016

Sep 07, 2021
BUY
N/A
531 Added 3.07%
17,813 $1.87 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-251 Reduced 1.43%
17,282 $1.69 Million
Q1 2016

Sep 07, 2021
BUY
N/A
17,533
17,533 $1.64 Million

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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