Gen Wealth Partners Inc Ishares Tr Transaction History

Gen Wealth Partners Inc

$207 Billion
Q2 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 $5,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 81 -0.0%

Holding current value

$5,729

Previous $5.37 Million 1.64%

% 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

12.5M

Call Options Held

9.2K

Put Options Held

2.4K

Envestnet Asset Management Inc

1.51M
Shares

$107 Million
0.03% of portfolio
River Front Investment Group, LLC Richmond, VA

1.45M
Shares

$102 Million
2.56% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$79.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$67.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$42.5 Million
0.0% 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