Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History
Gen Wealth Group, Inc.
- $533 Million
- Q3 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 2,004 shares of IWL stock, worth $336,972. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,004
Previous 2,860
29.93%
Holding current value
$336,972
Previous $437,000
24.03%
% of portfolio
0.06%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio