Gen Wealth Partners Inc ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025
Number of Shares
15,936
Previous 15,212 4.76%
Holding current value
$842 Million
Previous $797 Million 5.68%
% of portfolio
0.33%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
724 Added 4.76%
15,936 $842 Million
Q1 2025

May 13, 2025
BUY
N/A
1,421 Added 10.3%
15,212 $797 Million
Q4 2024

Feb 14, 2025
BUY
N/A
547 Added 4.13%
13,791 $717 Million
Q3 2024

Nov 13, 2024
BUY
N/A
3,968 Added 42.78%
13,244 $699 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-179 Reduced 1.89%
9,276 $484 Million
Q1 2024

May 15, 2024
BUY
N/A
9,455 New
9,455 $496 Million
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