Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History
Gen Wealth Group, Inc.
- $592 Million
- Q4 2025
A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 2,004 shares of IWL stock, worth $336,972. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,004
Previous 2,004
-0.0%
Holding current value
$336,972
Previous $332,000
1.2%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.35MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp571KShares$96 Million7.65% of portfolio
-
Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio