Madison Wealth Management Ishares Tr Russell 1000 ETF Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Madison Wealth Management holds 4,010 shares of IWB stock, worth $1.28 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,010

Previous 4,030 0.5%

Holding current value

$1.28 Million

Previous $982,000 4.18%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$234.05 - $252.17 $4,681 - $5,043	-20 Reduced 0.5%	4,010 $941,000
Q1 2023 May 08, 2023	BUY	$208.78 - $230.55 $208 - $230	1 Added 0.02%	4,030 $907,000
Q4 2022 Feb 08, 2023	BUY	$196.94 - $224.49 $60,657 - $69,142	308 Added 8.28%	4,029 $848,000
Q3 2022 Nov 10, 2022	SELL	$197.33 - $237.63 $157,864 - $190,104	-800 Reduced 17.7%	3,721 $734,000
Q2 2022 Aug 11, 2022	BUY	$201.03 - $253.2 $216,107 - $272,190	1,075 Added 31.2%	4,521 $939,000
Q4 2021 Feb 11, 2022	SELL	$241.33 - $266.02 $153,244 - $168,922	-635 Reduced 15.56%	3,446 $911,000
Q4 2020 Feb 09, 2021	BUY	$182.85 - $211.84 $133,480 - $154,643	730 Added 21.78%	4,081 $865,000
Q2 2020 Aug 14, 2020	BUY	$135.3 - $179.75 $453,390 - $602,342	3,351 New	3,351 $575,000

Others Institutions Holding IWB

# of Institutions

1,349

Shares Held

92.9M

Call Options Held

56.9K

Put Options Held

46K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Account

Madison Wealth Management Ishares Tr Russell 1000 ETF Transaction History