Gen Wealth Group, Inc. Ishares Tr Transaction History

Gen Wealth Group, Inc.

$448 Million
Q1 2025

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 6,534 shares of IYY stock, worth $940,699. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,534

Previous 6,745 3.13%

Holding current value

$940,699

Previous $965,000 8.39%

% of portfolio

0.2%

Previous 0.22%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$134.05 - $149.75 $28,284 - $31,597	-211 Reduced 3.13%	6,534 $884,000
Q4 2024 Jan 15, 2025	SELL	$138.14 - $149.13 $30,390 - $32,808	-220 Reduced 3.16%	6,745 $965,000
Q3 2024 Oct 11, 2024	SELL	$125.77 - $139.59 $49,930 - $55,417	-397 Reduced 5.39%	6,965 $972,000
Q2 2024 Jul 17, 2024	SELL	$120.85 - $132.7 $34,200 - $37,554	-283 Reduced 3.7%	7,362 $974,000
Q1 2024 Apr 11, 2024	SELL	$114.26 - $128.09 $13,596 - $15,242	-119 Reduced 1.53%	7,645 $979,000
Q4 2023 Jan 11, 2024	SELL	$99.95 - $116.88 $45,977 - $53,764	-460 Reduced 5.59%	7,764 $904,000
Q3 2023 Nov 13, 2023	SELL	$103.92 - $112.08 $22,446 - $24,209	-216 Reduced 2.56%	8,224 $859,000
Q2 2023 Jul 13, 2023	SELL	$98.55 - $108.33 $4,730 - $5,199	-48 Reduced 0.57%	8,440 $914,000
Q1 2023 Apr 11, 2023	SELL	$92.74 - $102.46 $13,447 - $14,856	-145 Reduced 1.68%	8,488 $849,000
Q3 2022 Oct 14, 2022	SELL	$87.7 - $105.61 $57,531 - $69,280	-656 Reduced 7.06%	8,633 $757,000
Q2 2022 Jul 28, 2022	SELL	$89.32 - $112.61 $46,357 - $58,444	-519 Reduced 5.29%	9,289 $858,000
Q1 2022 May 05, 2022	SELL	$102.45 - $118.45 $9,527 - $11,015	-93 Reduced 0.94%	9,808 $1.09 Million
Q4 2021 Feb 10, 2022	SELL	$107.69 - $118.54 $12,276 - $13,513	-114 Reduced 1.14%	9,901 $1.17 Million
Q3 2021 Oct 19, 2021	SELL	$106.77 - $113.98 $97,908 - $104,519	-917 Reduced 8.39%	10,015 $1.08 Million
Q2 2021 Jul 26, 2021	SELL	$101.05 - $107.97 $404,402 - $432,095	-4,002 Reduced 26.8%	10,932 $1.18 Million
Q1 2021 Apr 26, 2021	SELL	$93.02 - $100.44 $237,480 - $256,423	-2,553 Reduced 14.6%	14,934 $1.49 Million
Q4 2020 Jan 14, 2021	BUY	$81.36 - $94.32 $644,940 - $747,674	7,927 Added 82.92%	17,487 $1.65 Million
Q3 2020 Oct 19, 2020	SELL	$76.94 - $88.82 $12,156 - $14,033	-158 Reduced 1.63%	9,560 $1.63 Million
Q1 2020 Apr 20, 2020	SELL	$54.71 - $84.04 $984 - $1,512	-18 Reduced 0.18%	9,718 $1.23 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-400 Reduced 3.95%	9,736 $1.44 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-43 Reduced 0.42%	10,136 $1.48 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-343 Reduced 3.26%	10,179 $1.38 Million
Q1 2018 Apr 12, 2018	SELL	N/A	-305 Reduced 2.82%	10,522 $1.39 Million
Q4 2017 Feb 01, 2018	SELL	N/A	-245 Reduced 2.21%	10,827 $1.53 Million
Q2 2017 Aug 10, 2017	BUY	N/A	11,072	11,072 $1.34 Million

Others Institutions Holding IYY

# of Institutions

276

Shares Held

3.64M

Call Options Held

5.7K

Put Options Held

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

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 Transaction History