Madison Wealth Management Ishares Russell 1000 Val ETF Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Madison Wealth Management holds 2,091 shares of IWD stock, worth $428,215. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,091

Previous 2,091 -0.0%

Holding current value

$428,215

Previous $330,000 3.94%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	BUY	$136.78 - $158.99 $23,252 - $27,028	170 Added 8.85%	2,091 $317,000
Q3 2022 Nov 10, 2022	SELL	$135.99 - $161.15 $12,103 - $14,342	-89 Reduced 4.43%	1,921 $261,000
Q2 2022 Aug 11, 2022	BUY	$140.99 - $168.41 $54,563 - $65,174	387 Added 23.84%	2,010 $291,000
Q1 2022 May 16, 2022	SELL	$157.15 - $170.51 $7,857 - $8,525	-50 Reduced 2.99%	1,623 $0
Q4 2021 Feb 11, 2022	BUY	$157.12 - $168.08 $7,070 - $7,563	45 Added 2.76%	1,673 $281,000

Q1 2021 May 11, 2021	SELL	$134.89 - $153.0 $1,888 - $2,142	-14 Reduced 0.85%	1,628 $247,000
Q4 2020 Feb 09, 2021	BUY	$115.84 - $136.73 $190,209 - $224,510	1,642 New	1,642 $225,000
Q1 2020 May 08, 2020	SELL	$85.17 - $138.52 $139,849 - $227,449	-1,642 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$123.85 - $136.67 $203,361 - $224,412	1,642 New	1,642 $224,000

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Madison Wealth Management Ishares Russell 1000 Val ETF Transaction History