Madison Wealth Partners, Inc Ishares Core S&P Sm Cap ETF Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 52,051 shares of IJR stock, worth $6.02 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

52,051

Previous 52,223 0.33%

Holding current value

$6.02 Million

Previous $6.11 Million 1.82%

% of portfolio

1.74%

Previous 1.87%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$113.92 - $127.38 $19,594 - $21,909	-172 Reduced 0.33%	52,051 $6 Million
Q3 2024 Oct 24, 2024	BUY	$105.53 - $118.34 $67,011 - $75,145	635 Added 1.23%	52,223 $6.11 Million
Q2 2024 Aug 09, 2024	SELL	$102.13 - $110.88 $86,401 - $93,804	-846 Reduced 1.61%	51,588 $5.5 Million
Q1 2024 Apr 29, 2024	SELL	$102.35 - $110.52 $24,052 - $25,972	-235 Reduced 0.45%	52,434 $5.8 Million
Q4 2023 Feb 12, 2024	SELL	$87.61 - $110.11 $189,588 - $238,278	-2,164 Reduced 3.95%	52,669 $5.7 Million
Q3 2023 Nov 01, 2023	BUY	$92.9 - $105.16 $27,498 - $31,127	296 Added 0.54%	54,833 $5.17 Million
Q2 2023 Jul 20, 2023	BUY	$91.14 - $99.81 $121,854 - $133,445	1,337 Added 2.51%	54,537 $5.43 Million
Q1 2023 Apr 20, 2023	SELL	$92.27 - $107.68 $18,177 - $21,212	-197 Reduced 0.37%	53,200 $5.14 Million
Q4 2022 Jan 24, 2023	SELL	$89.09 - $102.13 $222,725 - $255,325	-2,500 Reduced 4.47%	53,397 $0
Q3 2022 Oct 24, 2022	BUY	$87.04 - $106.5 $52,920 - $64,752	608 Added 1.1%	55,897 $4.87 Million
Q2 2022 Jul 22, 2022	BUY	$89.03 - $109.02 $224,088 - $274,403	2,517 Added 4.77%	55,289 $5.11 Million
Q1 2022 May 02, 2022	BUY	$102.32 - $116.69 $142,020 - $161,965	1,388 Added 2.7%	52,772 $5.69 Million
Q4 2021 Jan 19, 2022	BUY	$108.26 - $120.32 $493,449 - $548,418	4,558 Added 9.73%	51,384 $5.88 Million
Q3 2021 Nov 09, 2021	BUY	$104.62 - $113.69 $181,934 - $197,706	1,739 Added 3.86%	46,826 $5.11 Million
Q2 2021 Jul 19, 2021	BUY	$106.38 - $116.3 $365,628 - $399,723	3,437 Added 8.25%	45,087 $5.09 Million
Q1 2021 May 18, 2021	SELL	$91.04 - $115.01 $20,392 - $25,762	-224 Reduced 0.53%	41,650 $3.83 Million
Q4 2020 Feb 16, 2021	BUY	$71.23 - $92.42 $2.98 Million - $3.87 Million	41,874 New	41,874 $3.85 Million

Others Institutions Holding IJR

# of Institutions

2,738

Shares Held

529M

Call Options Held

947K

Put Options Held

622K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Madison Wealth Partners, Inc Ishares Core S&P Sm Cap ETF Transaction History