Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,842 shares of IYJ stock, worth $219,676. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,842

Previous 1,842 -0.0%

Holding current value

$219,676

Previous $210,000 10.0%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$85.87 - $102.55 $9,445 - $11,280	-110 Reduced 5.64%	1,842 $154,000
Q2 2021 Jul 08, 2021	SELL	$106.5 - $112.79 $7,455 - $7,895	-70 Reduced 3.46%	1,952 $218,000
Q1 2021 Jun 17, 2021	SELL	$93.24 - $105.87 $30,955 - $35,148	-332 Reduced 14.1%	2,022 $223,000
Q4 2020 May 19, 2021	BUY	$81.66 - $97.19 $94,072 - $111,962	1,152 Added 95.84%	2,354 $249,000
Q1 2019 Sep 07, 2021	SELL	$62.56 - $76.42 $26,087 - $31,867	-417 Reduced 25.76%	1,202 $182,000

Q3 2018 Sep 07, 2021	SELL	$71.72 - $79.5 $23,309 - $25,837	-325 Reduced 16.72%	1,619 $252,000
Q4 2017 Sep 07, 2021	BUY	$69.42 - $73.89 $3,818 - $4,063	55 Added 2.91%	1,944 $286,000
Q1 2017 Sep 07, 2021	SELL	N/A	-580 Reduced 23.49%	1,889 $237,000
Q4 2016 Sep 07, 2021	BUY	N/A	1,209 Added 95.95%	2,469 $297,000
Q3 2016 Sep 07, 2021	SELL	N/A	-5,706 Reduced 81.91%	1,260 $144,000
Q2 2016 Sep 07, 2021	BUY	N/A	6,251 Added 874.27%	6,966 $767,000
Q1 2016 Sep 07, 2021	BUY	N/A	715	715 $76,000

Others Institutions Holding IYJ

# of Institutions

318

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

View Full List

About ISHARES TR

Ticker IYJ
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Geneos Wealth Management Inc. Ishares Tr Transaction History