Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

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 2,962 shares of IWL stock, worth $447,321. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,962

Previous 4,135 28.37%

Holding current value

$447,321

Previous $580,000 26.21%

% of portfolio

0.1%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	SELL	$138.92 - $149.97 $162,953 - $175,914	-1,173 Reduced 28.37%	2,962 $428,000
Q2 2024 Jul 17, 2024	SELL	$120.51 - $134.58 $99,179 - $110,759	-823 Reduced 16.6%	4,135 $553,000
Q3 2023 Nov 13, 2023	SELL	$103.05 - $110.14 $33,594 - $35,905	-326 Reduced 6.17%	4,958 $512,000
Q1 2023 Apr 11, 2023	SELL	$89.07 - $98.04 $18,259 - $20,098	-205 Reduced 3.73%	5,284 $514,000
Q3 2022 Oct 14, 2022	SELL	$84.9 - $102.29 $26,488 - $31,914	-312 Reduced 5.38%	5,489 $466,000
Q4 2021 Feb 10, 2022	SELL	$102.63 - $114.76 $1,128 - $1,262	-11 Reduced 0.19%	5,801 $661,000
Q3 2021 Oct 19, 2021	SELL	$102.4 - $108.9 $43,110 - $45,846	-421 Reduced 6.75%	5,812 $599,000
Q1 2021 Apr 26, 2021	SELL	$89.14 - $94.85 $303,254 - $322,679	-3,402 Reduced 35.31%	6,233 $590,000
Q2 2018 Jul 13, 2018	SELL	N/A	-656 Reduced 6.37%	9,635 $601,000
Q1 2018 Apr 12, 2018	SELL	N/A	-349 Reduced 3.28%	10,291 $625,000
Q2 2017 Aug 10, 2017	BUY	N/A	10,640	10,640 $592,000

Others Institutions Holding IWL

# of Institutions

197

Shares Held

13.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Account

Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History