Gen Wealth Group, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 304,374 shares of IJH stock, worth $19.4 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

304,374

Previous 299,126 1.75%

Holding current value

$19.4 Million

Previous $18.6 Million 1.74%

% of portfolio

4.35%

Previous 4.32%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$61.68 - $67.87 $323,696 - $356,181	5,248 Added 1.75%	304,374 $19 Million
Q3 2024 Oct 11, 2024	BUY	$57.32 - $62.65 $463,546 - $506,650	8,087 Added 2.78%	299,126 $18.6 Million
Q2 2024 Jul 17, 2024	BUY	$56.43 - $60.79 $205,630 - $221,518	3,644 Added 1.27%	291,039 $17 Million
Q1 2024 Apr 11, 2024	BUY	$56.98 - $284.98 $16.4 Million - $81.9 Million	287,395 New	287,395 $17.5 Million
Q1 2022 May 05, 2022	SELL	$251.21 - $285.37 $181,876 - $206,607	-724 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$265.81 - $290.54 $9,303 - $10,168	-35 Reduced 4.61%	724 $205,000
Q3 2021 Oct 19, 2021	SELL	$256.44 - $277.04 $9,488 - $10,250	-37 Reduced 4.65%	759 $200,000
Q2 2021 Jul 26, 2021	SELL	$260.21 - $276.38 $9,367 - $9,949	-36 Reduced 4.33%	796 $213,000
Q1 2021 Apr 26, 2021	SELL	$226.3 - $267.93 $251,419 - $297,670	-1,111 Reduced 57.18%	832 $216,000
Q4 2020 Jan 14, 2021	SELL	$187.77 - $230.69 $43,187 - $53,058	-230 Reduced 10.58%	1,943 $447,000
Q3 2020 Oct 19, 2020	SELL	$174.43 - $196.49 $44,130 - $49,711	-253 Reduced 10.43%	2,173 $427,000
Q2 2020 Jul 16, 2020	SELL	$133.18 - $194.42 $18,645 - $27,218	-140 Reduced 5.46%	2,426 $428,000
Q1 2020 Apr 20, 2020	SELL	$121.75 - $210.58 $35,429 - $61,278	-291 Reduced 10.19%	2,566 $369,000
Q4 2019 Jan 14, 2020	SELL	$185.78 - $206.16 $37,899 - $42,056	-204 Reduced 6.66%	2,857 $588,000
Q2 2019 Jul 10, 2019	BUY	$181.14 - $198.0 $180,415 - $197,208	996 Added 48.23%	3,061 $594,000
Q1 2019 Apr 08, 2019	BUY	$162.83 - $193.4 $4,722 - $5,608	29 Added 1.42%	2,065 $396,000
Q4 2018 Jan 11, 2019	BUY	$156.48 - $199.76 $11,423 - $14,582	73 Added 3.72%	2,036 $338,000
Q2 2018 Jul 13, 2018	SELL	$183.17 - $200.64 $8,425 - $9,229	-46 Reduced 2.29%	1,963 $383,000
Q1 2018 Apr 12, 2018	BUY	$179.89 - $199.21 $56,305 - $62,352	313 Added 18.46%	2,009 $376,000
Q4 2017 Feb 01, 2018	BUY	$180.58 - $190.73 $66,453 - $70,188	368 Added 27.71%	1,696 $336,000
Q3 2017 Oct 18, 2017	SELL	$176.74 - $178.9 $64,510 - $65,298	-365 Reduced 21.56%	1,328 $237,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,693	1,693 $294,000

Others Institutions Holding IJH

# of Institutions

2,623

Shares Held

1.14B

Call Options Held

714K

Put Options Held

34.7K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Gen Wealth Group, Inc. Ishares Core S&P Mid Cap ETF Transaction History