Gen Wealth Partners Inc Ishares Core S&P 500 ETF Transaction History

Gen Wealth Partners Inc

$296 Billion
Q3 2025

A detailed history of Gen Wealth Partners Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 9,988 shares of IVV stock, worth $6.74 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

9,988

Previous 10,786 7.4%

Holding current value

$6.74 Million

Previous $6.7 Billion 0.18%

% of portfolio

2.26%

Previous 2.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$620.67 - $670.08 $495,294 - $534,723	-798 Reduced 7.4%	9,988 $6.68 Billion
Q2 2025 Aug 14, 2025	BUY	$498.8 - $620.9 $195,030 - $242,771	391 Added 3.76%	10,786 $6.7 Billion
Q1 2025 May 13, 2025	SELL	$554.06 - $615.85 $332,990 - $370,125	-601 Reduced 5.47%	10,395 $5.84 Billion
Q4 2024 Feb 14, 2025	BUY	$570.51 - $610.59 $25,672 - $27,476	45 Added 0.41%	10,996 $6.47 Billion
Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $355,282 - $393,968	683 Added 6.65%	10,951 $6.38 Billion

Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $618,927 - $683,752	-1,244 Reduced 10.81%	10,268 $5.62 Billion
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $5.41 Million - $6.05 Million	11,512 New	11,512 $6.05 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Account

Gen Wealth Partners Inc Ishares Core S&P 500 ETF Transaction History