Gen Wealth Group, Inc. Ishares Barclays Transaction History

Gen Wealth Group, Inc.

$492 Million
Q2 2025

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 388,469 shares of IEF stock, worth $37.4 Million. This represents 7.56% of its overall portfolio holdings.

Number of Shares

388,469

Previous 381,200 1.91%

Holding current value

$37.4 Million

Previous $36.2 Million 2.63%

% of portfolio

7.56%

Previous 8.08%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$93.15 - $96.56 $677,107 - $701,894	7,269 Added 1.91%	388,469 $37.2 Million
Q1 2025 Apr 10, 2025	BUY	$91.17 - $95.39 $12.2 Million - $12.8 Million	133,993 Added 54.2%	381,200 $36.2 Million
Q4 2024 Jan 15, 2025	SELL	$92.08 - $98.18 $4.12 Million - $4.39 Million	-44,709 Reduced 15.32%	247,207 $22.9 Million
Q3 2024 Oct 11, 2024	BUY	$92.67 - $99.14 $445,557 - $476,665	4,808 Added 1.67%	291,916 $28.6 Million
Q2 2024 Jul 17, 2024	BUY	$91.24 - $94.6 $210,216 - $217,958	2,304 Added 0.81%	287,108 $26.9 Million
Q1 2024 Apr 11, 2024	BUY	$93.54 - $96.82 $3.01 Million - $3.11 Million	32,151 Added 12.73%	284,804 $27 Million
Q4 2023 Jan 11, 2024	BUY	$88.95 - $97.0 $216,682 - $236,292	2,436 Added 0.97%	252,653 $24.4 Million
Q3 2023 Nov 13, 2023	BUY	$91.32 - $97.13 $801,880 - $852,898	8,781 Added 3.64%	250,217 $22.9 Million
Q2 2023 Jul 13, 2023	BUY	$96.39 - $100.48 $24,483 - $25,521	254 Added 0.11%	241,436 $23.3 Million
Q1 2023 Apr 11, 2023	BUY	$94.41 - $100.02 $959,016 - $1.02 Million	10,158 Added 4.4%	241,182 $23.9 Million
Q4 2022 Jan 19, 2023	SELL	$92.93 - $99.14 $4.06 Million - $4.34 Million	-43,742 Reduced 15.92%	231,024 $0
Q3 2022 Oct 14, 2022	SELL	$94.56 - $105.6 $588,446 - $657,148	-6,223 Reduced 2.21%	274,766 $26.4 Million
Q2 2022 Jul 28, 2022	SELL	$98.15 - $106.65 $5.93 Million - $6.44 Million	-60,367 Reduced 17.68%	280,989 $28.7 Million
Q1 2022 May 05, 2022	BUY	$106.08 - $113.93 $3.64 Million - $3.91 Million	34,355 Added 11.19%	341,356 $36.7 Million
Q4 2021 Feb 10, 2022	SELL	$113.55 - $116.36 $928,498 - $951,475	-8,177 Reduced 2.59%	307,001 $35.3 Million
Q3 2021 Oct 19, 2021	BUY	$114.96 - $118.18 $483,981 - $497,537	4,210 Added 1.35%	315,178 $36.3 Million
Q2 2021 Jul 26, 2021	BUY	$113.04 - $115.78 $1.17 Million - $1.2 Million	10,386 Added 3.46%	310,968 $35.9 Million
Q1 2021 Apr 26, 2021	BUY	$112.93 - $119.98 $3.57 Million - $3.8 Million	31,632 Added 11.76%	300,582 $33.9 Million
Q4 2020 Jan 14, 2021	BUY	$119.27 - $121.81 $1.41 Million - $1.44 Million	11,798 Added 4.59%	268,950 $32.3 Million
Q3 2020 Oct 19, 2020	BUY	$121.18 - $123.06 $352,149 - $357,612	2,906 Added 1.14%	257,152 $31.1 Million
Q2 2020 Jul 16, 2020	BUY	$119.77 - $122.41 $5 Million - $5.11 Million	41,708 Added 19.62%	254,246 $30.9 Million
Q1 2020 Apr 20, 2020	BUY	$110.73 - $121.48 $5.81 Million - $6.38 Million	52,510 Added 32.81%	212,538 $25.8 Million
Q4 2019 Jan 14, 2020	SELL	$110.18 - $113.81 $1.27 Million - $1.32 Million	-11,568 Reduced 6.74%	160,028 $17.6 Million
Q3 2019 Oct 07, 2019	SELL	$108.93 - $114.25 $1.94 Million - $2.04 Million	-17,844 Reduced 9.42%	171,596 $19.3 Million
Q2 2019 Jul 10, 2019	SELL	$105.05 - $110.09 $1.13 Million - $1.18 Million	-10,721 Reduced 5.36%	189,440 $20.9 Million
Q1 2019 Apr 08, 2019	SELL	$103.43 - $106.84 $942,971 - $974,060	-9,117 Reduced 4.36%	200,161 $21.2 Million
Q4 2018 Jan 11, 2019	SELL	$99.72 - $104.2 $952,824 - $995,631	-9,555 Reduced 4.37%	209,278 $21.8 Million
Q3 2018 Oct 09, 2018	BUY	$100.79 - $102.89 $323,939 - $330,688	3,214 Added 1.49%	218,833 $22.1 Million
Q2 2018 Jul 13, 2018	BUY	$100.36 - $103.12 $1.37 Million - $1.41 Million	13,671 Added 6.77%	215,619 $22.1 Million
Q1 2018 Apr 12, 2018	BUY	$101.6 - $105.33 $1.17 Million - $1.22 Million	11,554 Added 6.07%	201,948 $20.8 Million
Q4 2017 Feb 01, 2018	BUY	$105.0 - $106.86 $2.32 Million - $2.36 Million	22,119 Added 13.14%	190,394 $19.8 Million
Q3 2017 Oct 18, 2017	BUY	$106.52 - $107.22 $1.29 Million - $1.29 Million	12,066 Added 7.72%	168,275 $17.9 Million
Q2 2017 Aug 10, 2017	BUY	N/A	156,209	156,209 $16.7 Million

Others Institutions Holding IEF

# of Institutions

1,173

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

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About ISHARES BARCLAYS

Ticker IEF
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Gen Wealth Group, Inc. Ishares Barclays Transaction History