Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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 1,907 shares of IYY stock, worth $274,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,907
Previous 2,407 20.77%
Holding current value
$274,550
Previous $327,000 20.8%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
276
Shares Held
3.64M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES TR

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