Gen Wealth Group, Inc. Ishares Tr Russell 200 Value E Transaction History
Gen Wealth Group, Inc.
- $492 Million
- Q2 2025
A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 5,836 shares of IWX stock, worth $510,533. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,836
Previous 5,836
-0.0%
Holding current value
$510,533
Previous $474,000
3.59%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
231Shares Held
46.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.1 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$710 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$575 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$543 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$89 Million0.73% of portfolio