Gen Wealth Group, Inc. Ishares Russell Mid Cap Growth Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 163,909 shares of IWP stock, worth $21.4 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

163,909

Previous 164,240 0.2%

Holding current value

$21.4 Million

Previous $19.3 Million 7.85%

% of portfolio

4.77%

Previous 4.46%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$116.4 - $138.52 $38,528 - $45,850	-331 Reduced 0.2%	163,909 $20.8 Million
Q3 2024 Oct 11, 2024	BUY	$103.87 - $117.59 $415,791 - $470,712	4,003 Added 2.5%	164,240 $19.3 Million
Q2 2024 Jul 17, 2024	BUY	$105.7 - $113.43 $213,302 - $228,901	2,018 Added 1.28%	160,237 $17.7 Million
Q1 2024 Apr 11, 2024	BUY	$100.66 - $114.14 $1.06 Million - $1.2 Million	10,536 Added 7.13%	158,219 $18.1 Million
Q4 2023 Jan 11, 2024	SELL	$85.66 - $105.12 $1.05 Million - $1.29 Million	-12,315 Reduced 7.7%	147,683 $15.4 Million
Q3 2023 Nov 13, 2023	SELL	$89.97 - $100.32 $4,858 - $5,417	-54 Reduced 0.03%	159,998 $14.6 Million
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $217,721 - $239,835	2,482 Added 1.58%	160,052 $15.5 Million
Q1 2023 Apr 11, 2023	BUY	$82.89 - $94.68 $44,760 - $51,127	540 Added 0.34%	157,570 $14.3 Million
Q4 2022 Jan 19, 2023	BUY	$77.4 - $89.88 $12.2 Million - $14.1 Million	157,030 New	157,030 $0
Q2 2022 Jul 28, 2022	SELL	$75.41 - $102.47 $12.8 Million - $17.4 Million	-169,634 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$89.52 - $114.03 $15.2 Million - $19.3 Million	169,634 New	169,634 $17 Million
Q4 2021 Feb 10, 2022	SELL	$109.8 - $123.28 $14.9 Million - $16.7 Million	-135,642 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$109.39 - $119.47 $2,406 - $2,628	-22 Reduced 0.02%	135,642 $15.2 Million
Q2 2021 Jul 26, 2021	BUY	$99.98 - $113.73 $13.6 Million - $15.4 Million	135,664 New	135,664 $15.4 Million
Q1 2021 Apr 26, 2021	SELL	$96.94 - $112.05 $14.3 Million - $16.5 Million	-147,502 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$86.54 - $104.78 $6.15 Million - $7.45 Million	71,123 Added 93.12%	147,502 $15.1 Million
Q3 2020 Oct 19, 2020	SELL	$79.56 - $90.13 $387,855 - $439,383	-4,875 Reduced 6.0%	76,379 $13.7 Million
Q2 2020 Jul 16, 2020	BUY	$57.59 - $81.27 $4.68 Million - $6.6 Million	81,254 New	81,254 $13 Million
Q1 2020 Apr 20, 2020	SELL	$52.32 - $81.58 $5.11 Million - $7.97 Million	-97,724 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$68.8 - $76.63 $55,315 - $61,610	804 Added 0.83%	97,724 $14.9 Million
Q3 2019 Oct 07, 2019	SELL	$70.16 - $72.24 $65,248 - $67,183	-930 Reduced 0.95%	96,920 $13.7 Million
Q2 2019 Jul 10, 2019	BUY	N/A	1,143 Added 1.18%	97,850 $14.1 Million
Q1 2019 Apr 08, 2019	BUY	N/A	96,707 New	96,707 $13.3 Million
Q4 2018 Jan 11, 2019	SELL	N/A	-90,046 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	N/A	1,012 Added 1.14%	90,046 $12 Million
Q2 2018 Jul 13, 2018	BUY	N/A	2,445 Added 2.82%	89,034 $11.3 Million
Q1 2018 Apr 12, 2018	BUY	N/A	34,541 Added 66.36%	86,589 $10.6 Million
Q4 2017 Feb 01, 2018	BUY	N/A	1,762 Added 3.5%	52,048 $6.68 Million
Q3 2017 Oct 18, 2017	BUY	N/A	1,025 Added 2.08%	50,286 $5.69 Million
Q2 2017 Aug 10, 2017	BUY	N/A	49,261	49,261 $5.32 Million

Others Institutions Holding IWP

# of Institutions

1,216

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

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 Russell Mid Cap Growth Transaction History