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 $500,378. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,836
Previous 5,836
-0.0%
Holding current value
$500,378
Previous $474,000
3.59%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
229Shares Held
49.8MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$957 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$696 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$563 Million2.27% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$501 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$350 Million0.11% of portfolio