Gen Wealth Group, Inc. Ishares Russell Mid Cap Growth Transaction History

Gen Wealth Group, Inc.

  • $394 Million
  • Q1 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 158,219 shares of IWP stock, worth $17.5 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
158,219
Previous 147,683 7.13%
Holding current value
$17.5 Million
Previous $15.4 Million 17.07%
% of portfolio
4.58%
Previous 4.29%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$100.66 - $114.14 $1.06 Million - $1.2 Million
10,536 Added 7.13%
158,219 $18.1 Million
Q4 2023

Jan 11, 2024
SELL
$85.66 - $105.12 $1.05 Million - $1.29 Million
-12,315 Reduced 7.7%
147,683 $15.4 Million
Q3 2023

Nov 13, 2023
SELL
$89.97 - $100.32 $4,858 - $5,417
-54 Reduced 0.03%
159,998 $14.6 Million
Q2 2023

Jul 13, 2023
BUY
$87.72 - $96.63 $217,721 - $239,835
2,482 Added 1.58%
160,052 $15.5 Million
Q1 2023

Apr 11, 2023
BUY
$82.89 - $94.68 $44,760 - $51,127
540 Added 0.34%
157,570 $14.3 Million
Q4 2022

Jan 19, 2023
BUY
$81.31 - $89.88 $12.8 Million - $14.1 Million
157,030 New
157,030 $0
Q2 2022

Jul 28, 2022
SELL
N/A
-169,634 Closed
0 $0
Q1 2022

May 05, 2022
BUY
N/A
169,634 New
169,634 $17 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-135,642 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
N/A
-22 Reduced 0.02%
135,642 $15.2 Million
Q2 2021

Jul 26, 2021
BUY
N/A
135,664 New
135,664 $15.4 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-147,502 Closed
0 $0
Q4 2020

Jan 14, 2021
BUY
N/A
71,123 Added 93.12%
147,502 $15.1 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-4,875 Reduced 6.0%
76,379 $13.7 Million
Q2 2020

Jul 16, 2020
BUY
N/A
81,254 New
81,254 $13 Million
Q1 2020

Apr 20, 2020
SELL
N/A
-97,724 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
N/A
804 Added 0.83%
97,724 $14.9 Million
Q3 2019

Oct 07, 2019
SELL
N/A
-930 Reduced 0.95%
96,920 $13.7 Million
Q2 2019

Jul 10, 2019
BUY
N/A
1,143 Added 1.18%
97,850 $14.1 Million
Q1 2019

Apr 08, 2019
BUY
N/A
96,707 New
96,707 $13.3 Million
Q4 2018

Jan 11, 2019
SELL
N/A
-90,046 Closed
0 $0
Q3 2018

Oct 09, 2018
BUY
N/A
1,012 Added 1.14%
90,046 $12 Million
Q2 2018

Jul 13, 2018
BUY
N/A
2,445 Added 2.82%
89,034 $11.3 Million
Q1 2018

Apr 12, 2018
BUY
N/A
34,541 Added 66.36%
86,589 $10.6 Million
Q4 2017

Feb 01, 2018
BUY
N/A
1,762 Added 3.5%
52,048 $6.68 Million
Q3 2017

Oct 18, 2017
BUY
N/A
1,025 Added 2.08%
50,286 $5.69 Million
Q2 2017

Aug 10, 2017
BUY
N/A
49,261
49,261 $5.32 Million

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Gen Wealth Group, Inc. Portfolio

Follow Gen Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email