Madison Wealth Management Ishares Trust Ishares 1 5 Year Transaction History

Madison Wealth Management

$449 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$54.5 - $55.17 $456,982 - $462,600	-8,385 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$51.96 - $54.73 $435,684 - $458,911	8,385 New	8,385 $459,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.21 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$796 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$692 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$629 Million
0.01% of portfolio

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