Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 18,001 shares of IYG stock, worth $1.58 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

18,001

Previous 20,457 12.01%

Holding current value

$1.58 Million

Previous $1.61 Million 12.02%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$74.6 - $84.81 $183,217 - $208,293	-2,456 Reduced 12.01%	18,001 $1.41 Million
Q1 2025 May 07, 2025	SELL	$74.6 - $84.81 $96,905 - $110,168	-1,299 Reduced 5.97%	20,457 $1.61 Million
Q4 2024 Jan 21, 2025	BUY	$70.24 - $82.34 $77,966 - $91,397	1,110 Added 5.38%	21,756 $1.69 Million
Q3 2024 Nov 14, 2024	SELL	$64.2 - $71.76 $32,100 - $35,880	-500 Reduced 2.36%	20,646 $1.47 Million
Q1 2024 May 03, 2024	BUY	$63.91 - $191.92 $1.19 Million - $3.58 Million	18,665 Added 752.32%	21,146 $1.4 Million
Q4 2022 Jan 30, 2023	SELL	$46.92 - $169.19 $1,689 - $6,090	-36 Reduced 1.43%	2,481 $390,000
Q3 2022 Nov 14, 2022	BUY	$47.08 - $57.16 $73,209 - $88,883	1,555 Added 161.64%	2,517 $355,000
Q1 2022 May 16, 2022	SELL	$55.98 - $67.65 $6,885 - $8,320	-123 Reduced 11.34%	962 $173,000
Q2 2021 Jul 08, 2021	SELL	$57.88 - $63.59 $21,241 - $23,337	-367 Reduced 25.28%	1,085 $202,000
Q4 2020 May 19, 2021	BUY	$39.45 - $50.02 $8,166 - $10,354	207 Added 16.63%	1,452 $251,000
Q2 2020 Sep 07, 2021	BUY	$32.09 - $45.18 $2,246 - $3,162	70 Added 5.96%	1,245 $144,000
Q4 2018 Sep 07, 2021	SELL	N/A	-7 Reduced 0.59%	1,175 $130,000
Q3 2016 Sep 07, 2021	SELL	N/A	-7,085 Reduced 85.7%	1,182 $103,000
Q2 2016 Sep 07, 2021	BUY	N/A	7,085 Added 599.41%	8,267 $662,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,182	1,182 $96,000

Others Institutions Holding IYG

# of Institutions

291

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Tr Transaction History