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

Gen Wealth Group, Inc.

$432 Million
Q3 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 34,835 shares of IVW stock, worth $3.4 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

34,835

Previous 35,612 2.18%

Holding current value

$3.4 Million

Previous $3.3 Million 1.21%

% of portfolio

0.77%

Previous 0.82%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$84.77 - $97.13 $65,866 - $75,470	-777 Reduced 2.18%	34,835 $3.34 Million
Q2 2024 Jul 17, 2024	BUY	$79.31 - $93.31 $12,689 - $14,929	160 Added 0.45%	35,612 $3.3 Million
Q1 2024 Apr 11, 2024	SELL	$72.87 - $85.14 $97,791 - $114,257	-1,342 Reduced 3.65%	35,452 $2.99 Million
Q4 2023 Jan 11, 2024	SELL	$65.78 - $75.4 $214,705 - $246,105	-3,264 Reduced 8.15%	36,794 $2.76 Million
Q3 2023 Nov 13, 2023	SELL	$68.05 - $72.66 $53,283 - $56,892	-783 Reduced 1.92%	40,058 $2.74 Million
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $42,287 - $47,151	-669 Reduced 1.61%	40,841 $2.88 Million
Q1 2023 Apr 11, 2023	SELL	$57.25 - $63.89 $35,037 - $39,100	-612 Reduced 1.45%	41,510 $2.65 Million
Q4 2022 Jan 19, 2023	SELL	$56.73 - $63.56 $12,253 - $13,728	-216 Reduced 0.51%	42,122 $0
Q3 2022 Oct 14, 2022	SELL	$57.85 - $71.43 $22,792 - $28,143	-394 Reduced 0.92%	42,338 $2.45 Million
Q2 2022 Jul 28, 2022	SELL	$58.13 - $77.8 $7,091 - $9,491	-122 Reduced 0.28%	42,732 $2.58 Million
Q1 2022 May 05, 2022	SELL	$68.33 - $84.32 $121,149 - $149,499	-1,773 Reduced 3.97%	42,854 $3.27 Million
Q4 2021 Feb 10, 2022	SELL	$73.18 - $84.81 $219,979 - $254,938	-3,006 Reduced 6.31%	44,627 $3.73 Million
Q3 2021 Oct 19, 2021	SELL	$72.99 - $79.0 $15,108 - $16,353	-207 Reduced 0.43%	47,633 $3.52 Million
Q2 2021 Jul 26, 2021	BUY	$65.96 - $72.81 $171,232 - $189,014	2,596 Added 5.74%	47,840 $3.48 Million
Q1 2021 Apr 26, 2021	SELL	$61.43 - $67.25 $1.14 Million - $1.25 Million	-18,598 Reduced 29.13%	45,244 $2.95 Million
Q4 2020 Jan 14, 2021	BUY	$56.17 - $63.82 $2.68 Million - $3.04 Million	47,706 Added 295.65%	63,842 $4.07 Million
Q3 2020 Oct 19, 2020	SELL	$52.42 - $62.43 $92,730 - $110,438	-1,769 Reduced 9.88%	16,136 $3.78 Million
Q2 2020 Jul 16, 2020	SELL	$39.5 - $52.48 $5,609 - $7,452	-142 Reduced 0.79%	17,905 $3.76 Million
Q1 2020 Apr 20, 2020	SELL	$36.14 - $52.65 $9,830 - $14,320	-272 Reduced 1.48%	18,047 $2.98 Million
Q4 2019 Jan 14, 2020	BUY	$43.72 - $48.62 $3,672 - $4,084	84 Added 0.46%	18,319 $3.55 Million
Q3 2019 Oct 07, 2019	SELL	$43.49 - $46.27 $15,395 - $16,379	-354 Reduced 1.9%	18,235 $3.28 Million
Q2 2019 Jul 10, 2019	SELL	$41.95 - $45.26 $41 - $45	-1 Reduced 0.01%	18,589 $3.38 Million
Q1 2019 Apr 08, 2019	SELL	$36.63 - $43.33 $13,626 - $16,118	-372 Reduced 1.96%	18,590 $3.24 Million
Q4 2018 Jan 11, 2019	SELL	$35.15 - $44.43 $30,334 - $38,343	-863 Reduced 4.35%	18,962 $2.86 Million
Q3 2018 Oct 09, 2018	SELL	$40.58 - $44.29 $25,808 - $28,168	-636 Reduced 3.11%	19,825 $3.52 Million
Q2 2018 Jul 13, 2018	BUY	$37.83 - $42.01 $44,790 - $49,739	1,184 Added 6.14%	20,461 $3.32 Million
Q1 2018 Apr 12, 2018	BUY	$37.4 - $41.49 $58,643 - $65,056	1,568 Added 8.85%	19,277 $2.99 Million
Q4 2017 Feb 01, 2018	BUY	$35.95 - $38.73 $179,246 - $193,107	4,986 Added 39.19%	17,709 $2.89 Million
Q3 2017 Oct 18, 2017	BUY	$35.46 - $35.85 $80,210 - $81,092	2,262 Added 21.62%	12,723 $1.82 Million
Q2 2017 Aug 10, 2017	BUY	N/A	10,461	10,461 $1.43 Million

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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