Gen Wealth Group, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 9,195 shares of IEI stock, worth $1.07 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,195

Previous 9,229 0.37%

Holding current value

$1.07 Million

Previous $1.1 Million 3.72%

% of portfolio

0.24%

Previous 0.26%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$115.08 - $119.55 $3,912 - $4,064	-34 Reduced 0.37%	9,195 $1.06 Million
Q3 2024 Oct 11, 2024	SELL	$114.73 - $120.23 $12,735 - $13,345	-111 Reduced 1.19%	9,229 $1.1 Million
Q2 2024 Jul 17, 2024	SELL	$113.43 - $115.88 $15,086 - $15,412	-133 Reduced 1.4%	9,340 $1.08 Million
Q1 2024 Apr 11, 2024	SELL	$114.97 - $117.54 $156,359 - $159,854	-1,360 Reduced 12.55%	9,473 $1.1 Million
Q4 2023 Jan 11, 2024	BUY	$111.61 - $117.37 $84,711 - $89,083	759 Added 7.53%	10,833 $1.27 Million
Q3 2023 Nov 13, 2023	SELL	$112.76 - $116.14 $6,991 - $7,200	-62 Reduced 0.61%	10,074 $1.14 Million
Q2 2023 Jul 13, 2023	BUY	$115.23 - $119.04 $41,828 - $43,211	363 Added 3.71%	10,136 $1.17 Million
Q1 2023 Apr 11, 2023	SELL	$113.55 - $118.41 $145,798 - $152,038	-1,284 Reduced 11.61%	9,773 $1.15 Million
Q4 2022 Jan 19, 2023	BUY	$112.33 - $116.76 $1.24 Million - $1.29 Million	11,057 New	11,057 $0
Q1 2022 May 05, 2022	SELL	$121.42 - $128.17 $1.34 Million - $1.41 Million	-11,012 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$128.19 - $130.42 $1.41 Million - $1.44 Million	11,012 New	11,012 $1.42 Million
Q3 2021 Oct 19, 2021	SELL	$129.96 - $131.96 $384,291 - $390,205	-2,957 Closed	0 $0
Q2 2021 Jul 26, 2021	SELL	$129.78 - $131.28 $161,835 - $163,706	-1,247 Reduced 29.66%	2,957 $385,000
Q4 2020 Jan 14, 2021	SELL	$132.44 - $133.52 $37,612 - $37,919	-284 Reduced 6.33%	4,204 $559,000
Q3 2020 Oct 19, 2020	SELL	$133.35 - $134.1 $5.34 Million - $5.37 Million	-40,070 Reduced 89.93%	4,488 $597,000
Q2 2020 Jul 16, 2020	SELL	$132.55 - $133.72 $8.68 Million - $8.76 Million	-65,477 Reduced 59.51%	44,558 $5.95 Million
Q1 2020 Apr 20, 2020	BUY	$125.97 - $133.34 $12.6 Million - $13.3 Million	99,679 Added 962.52%	110,035 $14.7 Million
Q4 2019 Jan 14, 2020	SELL	$125.41 - $127.8 $67,846 - $69,139	-541 Reduced 4.96%	10,356 $1.3 Million
Q3 2019 Oct 07, 2019	SELL	$125.52 - $127.0 $250,537 - $253,492	-1,996 Reduced 15.48%	10,897 $1.38 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-1,605 Reduced 11.07%	12,893 $1.62 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-1,322 Reduced 8.36%	14,498 $1.78 Million
Q4 2018 Jan 11, 2019	SELL	N/A	-494 Reduced 3.03%	15,820 $1.92 Million
Q3 2018 Oct 09, 2018	BUY	N/A	2,000 Added 13.97%	16,314 $1.94 Million
Q2 2018 Jul 13, 2018	BUY	N/A	111 Added 0.78%	14,314 $1.72 Million
Q1 2018 Apr 12, 2018	BUY	N/A	1,480 Added 11.63%	14,203 $1.71 Million
Q4 2017 Feb 01, 2018	BUY	N/A	3,175 Added 33.25%	12,723 $1.54 Million
Q3 2017 Oct 18, 2017	BUY	N/A	40 Added 0.42%	9,548 $1.18 Million
Q2 2017 Aug 10, 2017	BUY	N/A	9,508	9,508 $1.17 Million

Others Institutions Holding IEI

# of Institutions

779

Shares Held

97.3M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Gen Wealth Group, Inc. Ishares Barclays 3 7 Yr Treas Transaction History