Madison Wealth Partners, Inc Ishares Tr Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Tr stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 41,675 shares of IEFA stock, worth $3.13 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

41,675

Previous 42,792 2.61%

Holding current value

$3.13 Million

Previous $3.34 Million 12.31%

% of portfolio

0.85%

Previous 1.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$70.06 - $77.43 $78,257 - $86,489	-1,117 Reduced 2.61%	41,675 $2.93 Million
Q3 2024 Oct 24, 2024	BUY	$70.09 - $78.74 $218,961 - $245,983	3,124 Added 7.88%	42,792 $3.34 Million
Q2 2024 Aug 09, 2024	SELL	$70.77 - $76.19 $50,388 - $54,247	-712 Reduced 1.76%	39,668 $2.88 Million
Q1 2024 Apr 29, 2024	BUY	$68.14 - $74.43 $29,027 - $31,707	426 Added 1.07%	40,380 $3 Million
Q4 2023 Feb 12, 2024	SELL	$61.3 - $70.47 $96,915 - $111,413	-1,581 Reduced 3.81%	39,954 $2.81 Million
Q3 2023 Nov 01, 2023	SELL	$64.04 - $69.58 $13,256 - $14,403	-207 Reduced 0.5%	41,535 $2.67 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $235,132 - $246,065	3,561 Added 9.33%	41,742 $2.82 Million
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $181,971 - $198,157	2,927 Added 8.3%	38,181 $2.55 Million
Q4 2022 Jan 24, 2023	BUY	$52.35 - $63.65 $1.07 Million - $1.3 Million	20,437 Added 137.93%	35,254 $0
Q3 2022 Oct 24, 2022	BUY	$52.32 - $63.1 $145,397 - $175,354	2,779 Added 23.09%	14,817 $780,000
Q2 2022 Jul 22, 2022	SELL	$57.91 - $70.46 $81,711 - $99,419	-1,411 Reduced 10.49%	12,038 $708,000
Q1 2022 May 02, 2022	BUY	$63.26 - $75.48 $420,109 - $501,262	6,641 Added 97.55%	13,449 $935,000
Q4 2021 Jan 19, 2022	SELL	$72.36 - $77.76 $35,528 - $38,180	-491 Reduced 6.73%	6,808 $508,000
Q3 2021 Nov 09, 2021	SELL	$72.98 - $78.2 $3,576 - $3,831	-49 Reduced 0.67%	7,299 $542,000
Q2 2021 Jul 19, 2021	SELL	$73.11 - $77.88 $66,749 - $71,104	-913 Reduced 11.05%	7,348 $550,000
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $480,211 - $575,874	8,261 New	8,261 $570,000

Others Institutions Holding IEFA

# of Institutions

2,097

Shares Held

1.49B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Madison Wealth Partners, Inc Ishares Tr Transaction History