Geneos Wealth Management Inc. Ishares Tr U.S. Transportation Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,868 shares of IYT stock, worth $123,474. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,868
Previous 5,604 66.67%
Holding current value
$123,474
Previous $358,000 66.76%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 21, 2025
SELL
$63.37 - $73.39 $236,750 - $274,185
-3,736 Reduced 66.67%
1,868 $119,000
Q1 2025

May 07, 2025
BUY
$63.37 - $73.39 $236,750 - $274,185
3,736 Added 200.0%
5,604 $358,000
Q1 2024

May 03, 2024
BUY
$68.25 - $281.89 $95,618 - $394,927
1,401 Added 300.0%
1,868 $131,000
Q1 2023

Apr 25, 2023
SELL
$213.98 - $245.14 $13,908 - $15,934
-65 Reduced 12.22%
467 $106,000
Q3 2022

Nov 14, 2022
SELL
$49.14 - $249.68 $10,417 - $52,932
-212 Reduced 28.49%
532 $104,000
Q2 2021

Jul 08, 2021
SELL
$255.46 - $278.69 $23,502 - $25,639
-92 Reduced 11.0%
744 $195,000
Q1 2021

Jun 17, 2021
BUY
$213.12 - $258.91 $3,409 - $4,142
16 Added 1.95%
836 $225,000
Q4 2020

May 19, 2021
SELL
$193.63 - $226.5 $28,850 - $33,748
-149 Reduced 15.38%
820 $172,000
Q3 2020

Sep 07, 2021
BUY
$162.03 - $205.25 $20,253 - $25,656
125 Added 14.81%
969 $193,000
Q2 2020

Sep 07, 2021
SELL
$130.68 - $178.58 $4,573 - $6,250
-35 Reduced 3.98%
844 $131,000
Q1 2020

Sep 07, 2021
SELL
$120.13 - $202.83 $196,412 - $331,627
-1,635 Reduced 65.04%
879 $121,000
Q3 2019

Sep 07, 2021
SELL
$175.35 - $195.09 $7,715 - $8,583
-44 Reduced 1.72%
2,514 $467,000
Q2 2019

Sep 07, 2021
SELL
$175.59 - $199.53 $2,809 - $3,192
-16 Reduced 0.62%
2,558 $481,000
Q3 2018

Sep 07, 2021
BUY
$186.66 - $208.48 $25,759 - $28,770
138 Added 5.67%
2,574 $526,000
Q1 2018

Sep 07, 2021
SELL
$182.63 - $205.33 $9,679 - $10,882
-53 Reduced 2.13%
2,436 $455,000
Q4 2017

Sep 07, 2021
SELL
$170.05 - $192.95 $28,398 - $32,222
-167 Reduced 6.29%
2,489 $476,000
Q3 2017

Sep 07, 2021
SELL
$176.09 - $178.42 $31,520 - $31,937
-179 Reduced 6.31%
2,656 $473,000
Q2 2017

Sep 07, 2021
SELL
N/A
-125 Reduced 4.22%
2,835 $487,000
Q1 2017

Sep 07, 2021
BUY
N/A
100 Added 3.5%
2,960 $485,000
Q4 2016

Sep 07, 2021
SELL
N/A
-235 Reduced 7.59%
2,860 $465,000
Q2 2016

Sep 07, 2021
SELL
N/A
-12,151 Reduced 79.7%
3,095 $419,000
Q1 2016

Sep 07, 2021
BUY
N/A
15,246
15,246 $2.16 Million

Others Institutions Holding IYT

# of Institutions
203
Shares Held
5.33M
Call Options Held
357K
Put Options Held
496K
View Full List

About ISHARES TR U.S. TRANSPORTATION

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