Gen Wealth Group, Inc. Ishares Tr Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 6,745 shares of IYY stock, worth $994,752. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,745

Previous 6,965 3.16%

Holding current value

$994,752

Previous $972,000 0.72%

% of portfolio

0.22%

Previous 0.23%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

282

Shares Held

3.75M

Call Options Held

5.6K

Put Options Held

100

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About ISHARES TR

Ticker IYY
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Gen Wealth Group, Inc. Ishares Tr Transaction History