Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History
Gen Wealth Group, Inc.
- $492 Million
- Q2 2025
A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 2,860 shares of IWL stock, worth $453,281. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,860
Previous 2,962
3.44%
Holding current value
$453,281
Previous $404,000
8.17%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding IWL
# of Institutions
215Shares Held
8.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$93 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$87.8 Million7.96% of portfolio
-
Gilbert & Cook, Inc.531KShares$84.2 Million11.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$55.4 Million0.01% of portfolio