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

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 57,305 shares of IWY stock, worth $12.3 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
57,305
Previous 57,094 0.37%
Holding current value
$12.3 Million
Previous $10 Million 11.76%
% of portfolio
0.52%
Previous 0.5%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$170.38 - $196.82 $35,950 - $41,529
211 Added 0.37%
57,305 $11.2 Million
Q4 2023

Jan 26, 2024
BUY
$149.01 - $175.92 $8.4 Million - $9.92 Million
56,375 Added 7840.75%
57,094 $10 Million
Q3 2023

Oct 11, 2023
BUY
$152.69 - $164.44 $53,441 - $57,554
350 Added 94.85%
719 $110,000
Q2 2023

Aug 08, 2023
SELL
$136.24 - $158.56 $2,043 - $2,378
-15 Reduced 3.91%
369 $58,000
Q1 2023

Apr 25, 2023
SELL
$117.74 - $138.93 $1.79 Million - $2.11 Million
-15,191 Reduced 97.53%
384 $53,000
Q4 2022

Jan 30, 2023
BUY
$117.64 - $131.34 $210,810 - $235,361
1,792 Added 13.0%
15,575 $1.88 Million
Q3 2022

Nov 14, 2022
BUY
N/A
13,314 Added 2838.81%
13,783 $1.65 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-12,602 Reduced 96.41%
469 $0
Q1 2022

May 16, 2022
BUY
N/A
38 Added 0.29%
13,071 $2.08 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-1,333 Reduced 9.28%
13,033 $2.26 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-692 Reduced 4.6%
14,366 $2.21 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-6,190 Reduced 29.13%
15,058 $2.3 Million
Q1 2021

Jun 17, 2021
BUY
N/A
3,317 Added 18.5%
21,248 $3.06 Million
Q4 2020

May 19, 2021
BUY
N/A
3,391 Added 23.32%
17,931 $2.06 Million
Q3 2020

Sep 07, 2021
BUY
N/A
87 Added 0.6%
14,540 $1.73 Million
Q2 2020

Sep 07, 2021
BUY
N/A
14,330 Added 11650.41%
14,453 $1.5 Million
Q2 2019

Sep 07, 2021
BUY
N/A
86 Added 232.43%
123 $10,000
Q1 2019

Sep 07, 2021
BUY
N/A
37 New
37 $3,000

Others Institutions Holding IWY

# of Institutions
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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