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 $136,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,868
Previous 1,868 -0.0%
Holding current value
$136,121
Previous $122,000 4.92%
% of portfolio
0.0%
Previous 0.01%

Shares

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

About ISHARES TR U.S. TRANSPORTATION


  • Ticker IYT
  • Sector ETFs
  • Industry ETFs
More about IYT
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