A detailed history of Gen Wealth Partners Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 10,951 shares of IVV stock, worth $6.63 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
10,951
Previous 10,268 6.65%
Holding current value
$6.63 Million
Previous $5.62 Billion 13.56%
% of portfolio
2.79%
Previous 2.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$520.18 - $576.82 $355,282 - $393,968
683 Added 6.65%
10,951 $6.38 Billion
Q2 2024

Aug 13, 2024

SELL
$497.53 - $549.64 $618,927 - $683,752
-1,244 Reduced 10.81%
10,268 $5.62 Billion
Q1 2024

May 15, 2024

BUY
$469.56 - $525.73 $5.41 Million - $6.05 Million
11,512 New
11,512 $6.05 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.