Gen Wealth Group, Inc. Ishares Core S&P Total U.S. St Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$85.12 - $92.58 $240,634 - $261,723	-2,827 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$74.05 - $86.22 $32,507 - $37,850	-439 Reduced 13.44%	2,827 $244,000
Q3 2020 Oct 19, 2020	SELL	$69.81 - $80.47 $138,084 - $159,169	-1,978 Reduced 37.72%	3,266 $252,000
Q2 2020 Jul 16, 2020	SELL	$54.49 - $72.8 $4,304 - $5,751	-79 Reduced 1.48%	5,244 $366,000
Q1 2020 Apr 20, 2020	SELL	$49.67 - $76.42 $29,702 - $45,699	-598 Reduced 10.1%	5,323 $304,000
Q4 2019 Jan 14, 2020	SELL	$65.12 - $72.96 $48,840 - $54,719	-750 Reduced 11.24%	5,921 $430,000
Q2 2019 Jul 10, 2019	SELL	$62.47 - $67.06 $2,873 - $3,084	-46 Reduced 0.68%	6,671 $448,000
Q1 2019 Apr 08, 2019	BUY	$55.45 - $64.92 $831 - $973	15 Added 0.22%	6,717 $437,000
Q4 2018 Jan 11, 2019	SELL	$53.25 - $66.76 $8,307 - $10,414	-156 Reduced 2.27%	6,702 $380,000
Q3 2018 Oct 09, 2018	SELL	$62.51 - $67.36 $1,687 - $1,818	-27 Reduced 0.39%	6,858 $457,000
Q2 2018 Jul 13, 2018	SELL	$59.06 - $64.29 $26,163 - $28,480	-443 Reduced 6.05%	6,885 $430,000
Q1 2018 Apr 12, 2018	SELL	$58.94 - $65.4 $5,599 - $6,213	-95 Reduced 1.28%	7,328 $443,000
Q4 2017 Feb 01, 2018	SELL	$57.99 - $61.7 $35,837 - $38,130	-618 Reduced 7.69%	7,423 $479,000
Q3 2017 Oct 18, 2017	SELL	$57.1 - $57.63 $47,107 - $47,544	-825 Reduced 9.31%	8,041 $463,000
Q2 2017 Aug 10, 2017	BUY	N/A	8,866	8,866 $491,000

Others Institutions Holding ITOT

# of Institutions

1,541

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

About ISHARES CORE S&P TOTAL U.S. ST

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