Madison Wealth Partners, Inc Ishares Morningstar Value ETF Transaction History

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 34,392 shares of ILCV stock, worth $3.16 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
34,392
Previous 34,267 0.36%
Holding current value
$3.16 Million
Previous $2.86 Million 8.33%
% of portfolio
0.7%
Previous 0.7%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$82.86 - $90.02 $10,357 - $11,252
125 Added 0.36%
34,392 $3.1 Million
Q2 2025

Jul 29, 2025
SELL
$72.16 - $83.39 $59,964 - $69,297
-831 Reduced 2.37%
34,267 $2.86 Million
Q1 2025

Apr 22, 2025
SELL
$79.37 - $85.24 $265,572 - $285,213
-3,346 Reduced 8.7%
35,098 $2.86 Million
Q4 2024

Feb 10, 2025
BUY
$80.23 - $85.43 $77,502 - $82,525
966 Added 2.58%
38,444 $3.11 Million
Q3 2024

Oct 24, 2024
BUY
$75.47 - $82.2 $17,509 - $19,070
232 Added 0.62%
37,478 $3.08 Million
Q2 2024

Aug 09, 2024
SELL
$73.1 - $77.24 $24,488 - $25,875
-335 Reduced 0.89%
37,246 $2.84 Million
Q1 2024

Apr 29, 2024
BUY
$69.61 - $76.86 $17,959 - $19,829
258 Added 0.69%
37,581 $2.89 Million
Q4 2023

Feb 12, 2024
BUY
$61.65 - $70.82 $24,844 - $28,540
403 Added 1.09%
37,323 $2.64 Million
Q3 2023

Nov 01, 2023
BUY
$64.75 - $69.1 $35,547 - $37,935
549 Added 1.51%
36,920 $2.39 Million
Q2 2023

Jul 20, 2023
BUY
$62.78 - $66.52 $279,559 - $296,213
4,453 Added 13.95%
36,371 $2.42 Million
Q1 2023

Apr 20, 2023
BUY
$61.05 - $67.22 $127,838 - $140,758
2,094 Added 7.02%
31,918 $2.04 Million
Q4 2022

Jan 24, 2023
BUY
$57.07 - $66.32 $1.29 Million - $1.5 Million
22,574 Added 311.37%
29,824 $0
Q3 2022

Oct 24, 2022
BUY
$56.47 - $66.63 $44,554 - $52,571
789 Added 12.21%
7,250 $409,000
Q2 2022

Jul 22, 2022
SELL
$58.45 - $69.44 $105,852 - $125,755
-1,811 Reduced 21.89%
6,461 $390,000
Q1 2022

May 02, 2022
BUY
$64.84 - $70.54 $536,356 - $583,506
8,272 New
8,272 $567,000

About ISHARES MORNINGSTAR VALUE ETF

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