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

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 3,340 shares of IWY stock, worth $792,014. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,340

Previous 3,407 1.97%

Holding current value

$792,014

Previous $749,000 4.81%

% of portfolio

0.18%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$216.72 - $244.71 $14,520 - $16,395	-67 Reduced 1.97%	3,340 $785,000
Q3 2024 Oct 11, 2024	SELL	$194.66 - $225.97 $2,725 - $3,163	-14 Reduced 0.41%	3,407 $749,000
Q2 2024 Jul 17, 2024	SELL	$183.56 - $216.15 $11,380 - $13,401	-62 Reduced 1.78%	3,421 $733,000
Q1 2023 Apr 11, 2023	SELL	$117.74 - $138.93 $61,695 - $72,799	-524 Reduced 13.08%	3,483 $483,000
Q4 2022 Jan 19, 2023	SELL	$117.55 - $131.34 $60,538 - $67,640	-515 Reduced 11.39%	4,007 $0
Q3 2022 Oct 14, 2022	SELL	$119.49 - $146.95 $33,218 - $40,852	-278 Reduced 5.79%	4,522 $540,000
Q3 2021 Oct 19, 2021	SELL	$151.1 - $163.27 $58,777 - $63,512	-389 Reduced 7.5%	4,800 $733,000
Q1 2021 Apr 26, 2021	SELL	$127.24 - $139.47 $99,247 - $108,786	-780 Reduced 13.07%	5,189 $698,000
Q3 2018 Oct 09, 2018	SELL	N/A	-3,566 Reduced 37.4%	5,969 $510,000
Q4 2017 Feb 01, 2018	BUY	N/A	2,584 Added 37.17%	9,535 $746,000
Q3 2017 Oct 18, 2017	BUY	N/A	3,566 Added 105.35%	6,951 $471,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,385	3,385 $218,000

Others Institutions Holding IWY

# of Institutions

537

Shares Held

50.1M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

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 Growth Transaction History