Geneos Wealth Management Inc. Ishares Tr Ishares Morningstar Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,724 shares of IYLD stock, worth $96,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,724
Previous 4,724 -0.0%
Holding current value
$96,558
Previous $94,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$19.42 - $20.31 $58 - $60
3 Added 0.06%
4,724 $94,000
Q4 2024

Jan 21, 2025
BUY
$19.48 - $20.66 $194 - $206
10 Added 0.21%
4,721 $91,000
Q3 2024

Nov 14, 2024
BUY
$19.72 - $20.73 $157 - $165
8 Added 0.17%
4,711 $97,000
Q2 2024

Jul 23, 2024
BUY
$19.35 - $20.16 $58 - $60
3 Added 0.06%
4,703 $93,000
Q1 2024

May 03, 2024
SELL
$19.46 - $19.93 $14,303 - $14,648
-735 Reduced 13.52%
4,700 $93,000
Q4 2023

Jan 26, 2024
SELL
$18.43 - $20.12 $99,706 - $108,849
-5,410 Reduced 49.88%
5,435 $109,000
Q3 2023

Oct 11, 2023
SELL
$18.96 - $19.68 $71,953 - $74,685
-3,795 Reduced 25.92%
10,845 $206,000
Q2 2023

Aug 08, 2023
SELL
$18.84 - $19.52 $115,018 - $119,169
-6,105 Reduced 29.43%
14,640 $285,000
Q1 2023

Apr 25, 2023
SELL
$18.75 - $20.3 $144,843 - $156,817
-7,725 Reduced 27.13%
20,745 $399,000
Q4 2022

Jan 30, 2023
SELL
$18.04 - $19.73 $100,392 - $109,797
-5,565 Reduced 16.35%
28,470 $540,000
Q3 2022

Nov 14, 2022
SELL
$18.36 - $20.67 $275,234 - $309,863
-14,991 Reduced 30.58%
34,035 $624,000
Q2 2022

Jul 22, 2022
SELL
$19.62 - $22.38 $110,205 - $125,708
-5,617 Reduced 10.28%
49,026 $0
Q1 2022

May 16, 2022
SELL
$21.76 - $23.86 $161,285 - $176,850
-7,412 Reduced 11.94%
54,643 $1.22 Million
Q4 2021

Feb 09, 2022
BUY
$23.68 - $24.27 $230,216 - $235,952
9,722 Added 18.58%
62,055 $1.49 Million
Q3 2021

Nov 09, 2021
BUY
$23.93 - $24.47 $198,475 - $202,954
8,294 Added 18.83%
52,333 $1.26 Million
Q2 2021

Jul 08, 2021
SELL
$23.48 - $24.3 $65,931 - $68,234
-2,808 Reduced 5.99%
44,039 $1.06 Million
Q1 2021

Jun 17, 2021
BUY
$23.24 - $24.06 $14,222 - $14,724
612 Added 1.32%
46,847 $1.11 Million
Q4 2020

May 19, 2021
SELL
$22.03 - $24.07 $112,903 - $123,358
-5,125 Reduced 9.98%
46,235 $1.02 Million
Q3 2020

Sep 07, 2021
BUY
$22.15 - $23.13 $114,581 - $119,651
5,173 Added 11.2%
51,360 $1.15 Million
Q2 2020

Sep 07, 2021
BUY
$18.99 - $23.14 $44,341 - $54,031
2,335 Added 5.32%
46,187 $1.02 Million
Q1 2020

Sep 07, 2021
BUY
$18.15 - $26.07 $37,407 - $53,730
2,061 Added 4.93%
43,852 $885,000
Q4 2019

Sep 07, 2021
BUY
$24.57 - $25.69 $49,361 - $51,611
2,009 Added 5.05%
41,791 $1.07 Million
Q3 2019

Sep 07, 2021
BUY
$24.82 - $25.07 $97,294 - $98,274
3,920 Added 10.93%
39,782 $990,000
Q2 2019

Sep 07, 2021
BUY
N/A
4,433 Added 14.1%
35,862 $901,000
Q1 2019

Sep 07, 2021
BUY
N/A
623 Added 2.02%
31,429 $776,000
Q4 2018

Sep 07, 2021
SELL
N/A
-1,874 Reduced 5.73%
30,806 $716,000
Q3 2018

Sep 07, 2021
SELL
N/A
-1,508 Reduced 4.41%
32,680 $808,000
Q2 2018

Sep 07, 2021
SELL
N/A
-1,549 Reduced 4.33%
34,188 $839,000
Q1 2018

Sep 07, 2021
BUY
N/A
735 Added 2.1%
35,737 $892,000
Q4 2017

Sep 07, 2021
BUY
N/A
2,092 Added 6.36%
35,002 $904,000
Q3 2017

Sep 07, 2021
SELL
N/A
-141 Reduced 0.43%
32,910 $851,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,409 Added 4.45%
33,051 $846,000
Q1 2017

Sep 07, 2021
SELL
N/A
-426 Reduced 1.33%
31,642 $796,000
Q4 2016

Sep 07, 2021
SELL
N/A
-2,432 Reduced 7.05%
32,068 $779,000
Q3 2016

Sep 07, 2021
BUY
N/A
3,904 Added 12.76%
34,500 $872,000
Q2 2016

Sep 07, 2021
BUY
N/A
142 Added 0.47%
30,596 $762,000
Q1 2016

Sep 07, 2021
BUY
N/A
30,454
30,454 $733,000

Others Institutions Holding IYLD

# of Institutions
58
Shares Held
1.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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