Geneos Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 65,348 shares of IJR stock, worth $7.35 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
65,348
Previous 214,500
69.53%
Holding current value
$7.35 Million
Previous $23.7 Million
70.6%
% of portfolio
0.31%
Previous 1.09%
Shares
34 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio