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 2,407 shares of IYY stock, worth $391,594. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,407
Previous 1,907 26.22%
Holding current value
$391,594
Previous $259,000 40.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 18, 2025
BUY
$120.9 - $150.87 $60,450 - $75,435
500 Added 26.22%
2,407 $363,000
Q1 2025

May 21, 2025
SELL
$134.05 - $149.75 $67,025 - $74,875
-500 Reduced 20.77%
1,907 $259,000
Q1 2025

May 07, 2025
BUY
$134.05 - $149.75 $67,025 - $74,875
500 Added 26.22%
2,407 $327,000
Q4 2024

Jan 21, 2025
SELL
$138.14 - $149.13 $27,627 - $29,826
-200 Reduced 9.49%
1,907 $272,000
Q2 2022

Jul 22, 2022
SELL
$89.32 - $112.61 $7,681 - $9,684
-86 Reduced 3.92%
2,107 $0
Q1 2022

May 16, 2022
SELL
$102.45 - $118.45 $34,833 - $40,273
-340 Reduced 13.42%
2,193 $244,000
Q4 2021

Feb 09, 2022
SELL
$107.69 - $118.54 $37,583 - $41,370
-349 Reduced 12.11%
2,533 $298,000
Q2 2021

Jul 08, 2021
SELL
$101.05 - $107.97 $21,018 - $22,457
-208 Reduced 6.73%
2,882 $314,000
Q4 2020

May 19, 2021
BUY
$81.36 - $94.32 $123,260 - $142,894
1,515 Added 96.19%
3,090 $308,000
Q1 2020

Sep 07, 2021
BUY
$54.71 - $84.04 $3,829 - $5,882
70 Added 4.65%
1,575 $196,000
Q4 2019

Sep 07, 2021
SELL
$71.59 - $80.04 $4,868 - $5,442
-68 Reduced 4.32%
1,505 $240,000
Q1 2019

Sep 07, 2021
BUY
N/A
170 Added 12.12%
1,573 $222,000
Q3 2018

Sep 07, 2021
BUY
N/A
250 Added 21.68%
1,403 $204,000
Q3 2017

Sep 07, 2021
SELL
N/A
-80 Reduced 6.49%
1,153 $145,000
Q2 2017

Sep 07, 2021
SELL
N/A
-60 Reduced 4.64%
1,233 $149,000
Q1 2017

Sep 07, 2021
BUY
N/A
90 Added 7.48%
1,293 $152,000
Q3 2016

Sep 07, 2021
SELL
N/A
-3 Reduced 0.25%
1,203 $130,000
Q2 2016

Sep 07, 2021
SELL
N/A
-33 Reduced 2.66%
1,206 $126,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,239
1,239 $127,000

Others Institutions Holding IYY

# of Institutions
287
Shares Held
3.65M
Call Options Held
4.5K
Put Options Held
100
View Full List

About ISHARES TR

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