Gen Wealth Group, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 9,229 shares of IEI stock, worth $1.08 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

9,229

Previous 9,340 1.19%

Holding current value

$1.08 Million

Previous $1.08 Million 2.32%

% of portfolio

0.26%

Previous 0.27%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$114.73 - $120.23 $12,735 - $13,345	-111 Reduced 1.19%	9,229 $1.1 Million
Q2 2024 Jul 17, 2024	SELL	$113.43 - $115.88 $15,086 - $15,412	-133 Reduced 1.4%	9,340 $1.08 Million
Q1 2024 Apr 11, 2024	SELL	$114.97 - $117.54 $156,359 - $159,854	-1,360 Reduced 12.55%	9,473 $1.1 Million
Q4 2023 Jan 11, 2024	BUY	$111.61 - $117.37 $84,711 - $89,083	759 Added 7.53%	10,833 $1.27 Million
Q3 2023 Nov 13, 2023	SELL	$112.76 - $116.14 $6,991 - $7,200	-62 Reduced 0.61%	10,074 $1.14 Million
Q2 2023 Jul 13, 2023	BUY	$115.23 - $119.04 $41,828 - $43,211	363 Added 3.71%	10,136 $1.17 Million
Q1 2023 Apr 11, 2023	SELL	$113.55 - $118.41 $145,798 - $152,038	-1,284 Reduced 11.61%	9,773 $1.15 Million
Q4 2022 Jan 19, 2023	BUY	$112.33 - $116.76 $1.24 Million - $1.29 Million	11,057 New	11,057 $0
Q1 2022 May 05, 2022	SELL	$121.42 - $128.17 $1.34 Million - $1.41 Million	-11,012 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$128.19 - $130.42 $1.41 Million - $1.44 Million	11,012 New	11,012 $1.42 Million
Q3 2021 Oct 19, 2021	SELL	$129.96 - $131.96 $384,291 - $390,205	-2,957 Closed	0 $0
Q2 2021 Jul 26, 2021	SELL	$129.78 - $131.28 $161,835 - $163,706	-1,247 Reduced 29.66%	2,957 $385,000
Q4 2020 Jan 14, 2021	SELL	$132.44 - $133.52 $37,612 - $37,919	-284 Reduced 6.33%	4,204 $559,000
Q3 2020 Oct 19, 2020	SELL	$133.35 - $134.1 $5.34 Million - $5.37 Million	-40,070 Reduced 89.93%	4,488 $597,000
Q2 2020 Jul 16, 2020	SELL	$132.55 - $133.72 $8.68 Million - $8.76 Million	-65,477 Reduced 59.51%	44,558 $5.95 Million
Q1 2020 Apr 20, 2020	BUY	$125.97 - $133.34 $12.6 Million - $13.3 Million	99,679 Added 962.52%	110,035 $14.7 Million
Q4 2019 Jan 14, 2020	SELL	$125.41 - $127.8 $67,846 - $69,139	-541 Reduced 4.96%	10,356 $1.3 Million
Q3 2019 Oct 07, 2019	SELL	$125.52 - $127.0 $250,537 - $253,492	-1,996 Reduced 15.48%	10,897 $1.38 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-1,605 Reduced 11.07%	12,893 $1.62 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-1,322 Reduced 8.36%	14,498 $1.78 Million
Q4 2018 Jan 11, 2019	SELL	N/A	-494 Reduced 3.03%	15,820 $1.92 Million
Q3 2018 Oct 09, 2018	BUY	N/A	2,000 Added 13.97%	16,314 $1.94 Million
Q2 2018 Jul 13, 2018	BUY	N/A	111 Added 0.78%	14,314 $1.72 Million
Q1 2018 Apr 12, 2018	BUY	N/A	1,480 Added 11.63%	14,203 $1.71 Million
Q4 2017 Feb 01, 2018	BUY	N/A	3,175 Added 33.25%	12,723 $1.54 Million
Q3 2017 Oct 18, 2017	BUY	N/A	40 Added 0.42%	9,548 $1.18 Million
Q2 2017 Aug 10, 2017	BUY	N/A	9,508	9,508 $1.17 Million

Others Institutions Holding IEI

# of Institutions

776

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Account

Gen Wealth Group, Inc. Ishares Barclays 3 7 Yr Treas Transaction History