Gen Wealth Partners Inc Ishares Tr Transaction History

Gen Wealth Partners Inc

$229 Billion
Q3 2024

A detailed history of Gen Wealth Partners Inc transactions in Ishares Tr stock. As of the latest transaction made, Gen Wealth Partners Inc holds 81 shares of IYG stock, worth $6,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 81 -0.0%

Holding current value

$6,479

Previous $5.28 Million 14.62%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$63.91 - $191.92 $5,176 - $15,545	81 New	81 $5.37 Million

Others Institutions Holding IYG

# of Institutions

249

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$121 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$117 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$89.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$78.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.9 Million
0.02% of portfolio

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Gen Wealth Partners Inc Ishares Tr Transaction History