Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 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 2,962 shares of IYJ stock, worth $432,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,962
Previous 1,542 92.09%
Holding current value
$432,215
Previous $200,000 110.5%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$115.07 - $142.31 $163,399 - $202,080
1,420 Added 92.09%
2,962 $421,000
Q1 2025

May 21, 2025
SELL
$127.48 - $142.0 $181,021 - $201,640
-1,420 Reduced 47.94%
1,542 $200,000
Q1 2025

May 07, 2025
BUY
$127.48 - $142.0 $145,964 - $162,590
1,145 Added 63.02%
2,962 $385,000
Q3 2024

Nov 14, 2024
SELL
$118.32 - $133.67 $2,958 - $3,341
-25 Reduced 1.36%
1,817 $242,000
Q3 2022

Nov 14, 2022
SELL
$83.78 - $102.55 $9,215 - $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
351
Shares Held
8.09M
Call Options Held
9.2K
Put Options Held
2.8K
View Full List

About ISHARES TR

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