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 $1.48 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,010

Previous 4,030 0.5%

Holding current value

$1.48 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

1,614

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Madison Wealth Management Ishares Tr Russell 1000 ETF Transaction History