A detailed history of Geneos Wealth Management Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,538 shares of IWP stock, worth $2.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,538
Previous 16,554 0.1%
Holding current value
$2.15 Million
Previous $1.83 Million 6.19%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 14, 2024

SELL
$103.87 - $117.59 $1,661 - $1,881
-16 Reduced 0.1%
16,538 $1.94 Million
Q2 2024

Jul 23, 2024

SELL
$105.7 - $113.43 $32,238 - $34,596
-305 Reduced 1.81%
16,554 $1.83 Million
Q1 2024

May 03, 2024

SELL
$100.66 - $114.14 $206,856 - $234,557
-2,055 Reduced 10.86%
16,859 $1.92 Million
Q4 2023

Jan 26, 2024

SELL
$85.66 - $105.12 $3,426 - $4,204
-40 Reduced 0.21%
18,914 $1.98 Million
Q3 2023

Oct 11, 2023

BUY
$89.97 - $100.32 $120,739 - $134,629
1,342 Added 7.62%
18,954 $1.73 Million
Q2 2023

Aug 08, 2023

SELL
$87.72 - $96.63 $3,859 - $4,251
-44 Reduced 0.25%
17,612 $1.7 Million
Q1 2023

Apr 25, 2023

SELL
$82.89 - $94.68 $69,959 - $79,909
-844 Reduced 4.56%
17,656 $1.61 Million
Q4 2022

Jan 30, 2023

SELL
$77.4 - $89.88 $25,774 - $29,930
-333 Reduced 1.77%
18,500 $1.55 Million
Q3 2022

Nov 14, 2022

SELL
$78.02 - $94.38 $26,916 - $32,561
-345 Reduced 1.8%
18,833 $1.48 Million
Q2 2022

Jul 22, 2022

SELL
$75.41 - $102.47 $2.81 Million - $3.82 Million
-37,314 Reduced 66.05%
19,178 $0
Q1 2022

May 16, 2022

BUY
$89.52 - $114.03 $37,329 - $47,550
417 Added 0.74%
56,492 $5.68 Million
Q4 2021

Feb 09, 2022

SELL
$109.8 - $123.28 $94,867 - $106,513
-864 Reduced 1.52%
56,075 $6.46 Million
Q3 2021

Nov 09, 2021

BUY
$109.39 - $119.47 $3.8 Million - $4.15 Million
34,712 Added 156.17%
56,939 $6.44 Million
Q2 2021

Jul 08, 2021

SELL
$99.98 - $113.73 $236,752 - $269,312
-2,368 Reduced 9.63%
22,227 $2.53 Million
Q1 2021

Jun 17, 2021

SELL
$96.94 - $112.05 $6,785 - $7,843
-70 Reduced 0.28%
24,595 $2.65 Million
Q4 2020

May 19, 2021

BUY
$86.54 - $104.78 $1.13 Million - $1.36 Million
13,023 Added 111.86%
24,665 $2.27 Million
Q3 2020

Sep 07, 2021

SELL
$79.56 - $90.13 $53,066 - $60,116
-667 Reduced 5.42%
11,642 $1.97 Million
Q2 2020

Sep 07, 2021

SELL
$57.59 - $81.27 $19,695 - $27,794
-342 Reduced 2.7%
12,309 $1.9 Million
Q1 2020

Sep 07, 2021

SELL
$52.32 - $81.58 $18,625 - $29,042
-356 Reduced 2.74%
12,651 $1.52 Million
Q4 2019

Sep 07, 2021

BUY
$68.8 - $76.63 $23,460 - $26,130
341 Added 2.69%
13,007 $1.99 Million
Q3 2019

Sep 07, 2021

SELL
$70.16 - $72.24 $18,101 - $18,637
-258 Reduced 2.0%
12,666 $1.78 Million
Q2 2019

Sep 07, 2021

BUY
N/A
774 Added 6.37%
12,924 $1.84 Million
Q1 2019

Sep 07, 2021

SELL
N/A
-99 Reduced 0.81%
12,150 $1.65 Million
Q4 2018

Sep 07, 2021

BUY
N/A
53 Added 0.43%
12,249 $1.38 Million
Q3 2018

Sep 07, 2021

BUY
N/A
321 Added 2.7%
12,196 $1.65 Million
Q2 2018

Sep 07, 2021

SELL
N/A
-399 Reduced 3.25%
11,875 $1.5 Million
Q1 2018

Sep 07, 2021

SELL
N/A
-808 Reduced 6.18%
12,274 $1.51 Million
Q4 2017

Sep 07, 2021

BUY
N/A
161 Added 1.25%
13,082 $1.58 Million
Q3 2017

Sep 07, 2021

SELL
N/A
-94 Reduced 0.72%
12,921 $1.46 Million
Q2 2017

Sep 07, 2021

BUY
N/A
397 Added 3.15%
13,015 $1.41 Million
Q1 2017

Sep 07, 2021

BUY
N/A
130 Added 1.04%
12,618 $1.31 Million
Q4 2016

Sep 07, 2021

BUY
N/A
622 Added 5.24%
12,488 $1.22 Million
Q3 2016

Sep 07, 2021

BUY
N/A
1,091 Added 10.13%
11,866 $1.16 Million
Q2 2016

Sep 07, 2021

BUY
N/A
185 Added 1.75%
10,775 $1.01 Million
Q1 2016

Sep 07, 2021

BUY
N/A
10,590
10,590 $980,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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