Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 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 1,312 shares of IYM stock, worth $201,064. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,412 7.08%
Holding current value
$201,064
Previous $208,000 12.02%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$140.01 - $149.03 $14,001 - $14,903
-100 Reduced 7.08%
1,312 $183,000
Q4 2022

Jan 30, 2023
SELL
$109.29 - $133.88 $18,470 - $22,625
-169 Reduced 10.69%
1,412 $176,000
Q3 2022

Nov 14, 2022
SELL
$106.58 - $130.61 $257,390 - $315,423
-2,415 Reduced 60.44%
1,581 $171,000
Q2 2022

Jul 22, 2022
BUY
$117.72 - $154.02 $247,329 - $323,596
2,101 Added 110.87%
3,996 $470,000
Q1 2022

May 16, 2022
BUY
$128.72 - $151.73 $4,891 - $5,765
38 Added 2.05%
1,895 $283,000
Q3 2021

Nov 09, 2021
SELL
$122.85 - $135.99 $52,334 - $57,931
-426 Reduced 18.66%
1,857 $234,000
Q2 2021

Jul 08, 2021
SELL
$126.01 - $141.25 $1,008 - $1,130
-8 Reduced 0.35%
2,283 $300,000
Q4 2020

May 19, 2021
BUY
$95.24 - $113.41 $761 - $907
8 Added 0.35%
2,291 $290,000
Q2 2020

Sep 07, 2021
BUY
$65.8 - $95.31 $5,527 - $8,006
84 Added 3.82%
2,283 $196,000
Q1 2020

Sep 07, 2021
SELL
$59.63 - $96.97 $18,246 - $29,672
-306 Reduced 12.22%
2,199 $149,000
Q4 2018

Sep 07, 2021
SELL
$78.95 - $99.65 $11,447 - $14,449
-145 Reduced 5.47%
2,505 $208,000
Q1 2018

Sep 07, 2021
SELL
$94.17 - $108.05 $24,484 - $28,093
-260 Reduced 8.93%
2,650 $254,000
Q4 2017

Sep 07, 2021
BUY
$96.74 - $102.54 $35,793 - $37,939
370 Added 14.57%
2,910 $297,000
Q3 2017

Sep 07, 2021
SELL
$95.26 - $95.84 $8,954 - $9,008
-94 Reduced 3.57%
2,540 $243,000
Q2 2017

Sep 07, 2021
SELL
N/A
-281 Reduced 9.64%
2,634 $235,000
Q1 2017

Sep 07, 2021
SELL
N/A
-495 Reduced 14.52%
2,915 $259,000
Q4 2016

Sep 07, 2021
SELL
N/A
-40 Reduced 1.16%
3,410 $283,000
Q3 2016

Sep 07, 2021
SELL
N/A
-8,424 Reduced 70.94%
3,450 $272,000
Q2 2016

Sep 07, 2021
BUY
N/A
9,234 Added 349.77%
11,874 $904,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,640
2,640 $195,000

Others Institutions Holding IYM

# of Institutions
217
Shares Held
2.91M
Call Options Held
5.2K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email