Gen Wealth Group, Inc. Ishares S&P 500 Value ETF Transaction History

Gen Wealth Group, Inc.

  • $492 Million
  • Q2 2025

A detailed history of Gen Wealth Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 14,378 shares of IVE stock, worth $2.88 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
14,378
Previous 14,449 0.49%
Holding current value
$2.88 Million
Previous $2.73 Million 3.01%
% of portfolio
0.57%
Previous 0.61%

Shares

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

Jul 16, 2025
SELL
$168.34 - $195.42 $11,952 - $13,874
-71 Reduced 0.49%
14,378 $2.81 Million
Q1 2025

Apr 10, 2025
SELL
$185.78 - $198.58 $4,644 - $4,964
-25 Reduced 0.17%
14,449 $2.73 Million
Q4 2024

Jan 15, 2025
SELL
$189.5 - $206.17 $46,048 - $50,099
-243 Reduced 1.65%
14,474 $2.76 Million
Q3 2024

Oct 11, 2024
SELL
$181.06 - $197.17 $28,245 - $30,758
-156 Reduced 1.05%
14,717 $2.9 Million
Q2 2024

Jul 17, 2024
BUY
$176.58 - $186.7 $15,185 - $16,056
86 Added 0.58%
14,873 $2.71 Million
Q1 2024

Apr 11, 2024
SELL
$171.09 - $186.81 $72,028 - $78,647
-421 Reduced 2.77%
14,787 $2.76 Million
Q4 2023

Jan 11, 2024
SELL
$147.64 - $174.21 $315,801 - $372,635
-2,139 Reduced 12.33%
15,208 $2.64 Million
Q3 2023

Nov 13, 2023
SELL
$153.33 - $166.75 $287,953 - $313,156
-1,878 Reduced 9.77%
17,347 $2.67 Million
Q2 2023

Jul 13, 2023
SELL
$149.72 - $161.19 $18,715 - $20,148
-125 Reduced 0.65%
19,225 $3.1 Million
Q1 2023

Apr 11, 2023
SELL
$144.21 - $159.47 $13,844 - $15,309
-96 Reduced 0.49%
19,350 $2.94 Million
Q4 2022

Jan 19, 2023
SELL
$129.68 - $151.79 $71,453 - $83,636
-551 Reduced 2.76%
19,446 $0
Q3 2022

Oct 14, 2022
BUY
$128.52 - $150.96 $1,542 - $1,811
12 Added 0.06%
19,997 $2.57 Million
Q2 2022

Jul 28, 2022
SELL
$133.27 - $158.52 $84,093 - $100,026
-631 Reduced 3.06%
19,985 $2.75 Million
Q1 2022

May 05, 2022
SELL
$147.46 - $159.06 $95,701 - $103,229
-649 Reduced 3.05%
20,616 $3.21 Million
Q4 2021

Feb 10, 2022
SELL
$145.8 - $156.8 $154,110 - $165,737
-1,057 Reduced 4.74%
21,265 $3.33 Million
Q3 2021

Oct 19, 2021
SELL
$143.75 - $152.0 $20,268 - $21,432
-141 Reduced 0.63%
22,322 $3.25 Million
Q2 2021

Jul 26, 2021
BUY
$142.18 - $151.25 $5,829 - $6,201
41 Added 0.18%
22,463 $3.32 Million
Q1 2021

Apr 26, 2021
SELL
$125.98 - $142.4 $1.09 Million - $1.23 Million
-8,613 Reduced 27.75%
22,422 $3.17 Million
Q4 2020

Jan 14, 2021
SELL
$109.93 - $128.18 $54,195 - $63,192
-493 Reduced 1.56%
31,035 $3.97 Million
Q3 2020

Oct 19, 2020
SELL
$106.77 - $118.22 $245,677 - $272,024
-2,301 Reduced 6.8%
31,528 $3.64 Million
Q2 2020

Jul 16, 2020
SELL
$91.94 - $119.67 $28,225 - $36,738
-307 Reduced 0.9%
33,829 $3.66 Million
Q1 2020

Apr 20, 2020
SELL
$82.97 - $131.79 $14,768 - $23,458
-178 Reduced 0.52%
34,136 $3.29 Million
Q4 2019

Jan 14, 2020
BUY
$115.41 - $130.26 $60,705 - $68,516
526 Added 1.56%
34,314 $4.46 Million
Q3 2019

Oct 07, 2019
SELL
$112.0 - $120.88 $95,200 - $102,748
-850 Reduced 2.45%
33,788 $4.03 Million
Q2 2019

Jul 10, 2019
BUY
$108.5 - $117.48 $80,724 - $87,405
744 Added 2.2%
34,638 $4.07 Million
Q1 2019

Apr 08, 2019
BUY
$99.16 - $114.4 $122,859 - $141,741
1,239 Added 3.79%
33,894 $3.87 Million
Q4 2018

Jan 11, 2019
BUY
$95.36 - $116.8 $4,672 - $5,723
49 Added 0.15%
32,655 $3.3 Million
Q3 2018

Oct 09, 2018
SELL
$110.03 - $118.53 $18,815 - $20,268
-171 Reduced 0.52%
32,606 $3.8 Million
Q2 2018

Jul 13, 2018
BUY
$107.03 - $113.19 $122,335 - $129,376
1,143 Added 3.61%
32,777 $3.61 Million
Q1 2018

Apr 12, 2018
BUY
$106.61 - $121.11 $315,778 - $358,727
2,962 Added 10.33%
31,634 $3.46 Million
Q4 2017

Feb 01, 2018
BUY
$108.39 - $114.78 $1.07 Million - $1.13 Million
9,884 Added 52.61%
28,672 $3.44 Million
Q3 2017

Oct 18, 2017
BUY
$107.31 - $107.91 $601,257 - $604,619
5,603 Added 42.5%
18,788 $2.03 Million
Q2 2017

Aug 10, 2017
BUY
N/A
13,185
13,185 $1.38 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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