Madison Wealth Partners, Inc Ishares Core S&P U.S Growth Et Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 389,481 shares of IUSG stock, worth $49.5 Million. This represents 15.75% of its overall portfolio holdings.

Number of Shares

389,481

Previous 341,373 14.09%

Holding current value

$49.5 Million

Previous $45 Million 20.53%

% of portfolio

15.75%

Previous 13.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$129.96 - $144.97 $6.25 Million - $6.97 Million	48,108 Added 14.09%	389,481 $54.3 Million
Q3 2024 Oct 24, 2024	SELL	$116.79 - $133.54 $126,717 - $144,890	-1,085 Reduced 0.32%	341,373 $45 Million
Q2 2024 Aug 09, 2024	BUY	$109.98 - $128.59 $13,527 - $15,816	123 Added 0.04%	342,458 $43.7 Million
Q1 2024 Apr 29, 2024	BUY	$100.95 - $117.92 $163,337 - $190,794	1,618 Added 0.47%	342,335 $40.1 Million
Q4 2023 Feb 12, 2024	BUY	$91.06 - $104.51 $1.22 Million - $1.4 Million	13,407 Added 4.1%	340,717 $35.5 Million
Q3 2023 Nov 01, 2023	SELL	$94.27 - $100.74 $3.37 Million - $3.6 Million	-35,760 Reduced 9.85%	327,310 $31 Million
Q2 2023 Jul 20, 2023	SELL	$87.77 - $97.64 $522,758 - $581,543	-5,956 Reduced 1.61%	363,070 $35.5 Million
Q1 2023 Apr 20, 2023	BUY	$79.81 - $88.77 $1.77 Million - $1.97 Million	22,151 Added 6.39%	369,026 $32.8 Million
Q4 2022 Jan 24, 2023	BUY	$78.88 - $88.47 $327,194 - $366,973	4,148 Added 1.21%	346,875 $0
Q3 2022 Oct 24, 2022	BUY	$80.18 - $99.02 $1.27 Million - $1.57 Million	15,835 Added 4.84%	342,727 $27.5 Million
Q2 2022 Jul 22, 2022	BUY	$80.61 - $107.49 $2.26 Million - $3.02 Million	28,057 Added 9.39%	326,892 $27.4 Million
Q1 2022 May 02, 2022	BUY	$94.61 - $116.48 $1.33 Million - $1.63 Million	14,032 Added 4.93%	298,835 $31.6 Million
Q4 2021 Jan 19, 2022	BUY	$101.4 - $117.16 $1.4 Million - $1.62 Million	13,851 Added 5.11%	284,803 $32.9 Million
Q3 2021 Nov 09, 2021	BUY	$101.41 - $109.45 $848,497 - $915,768	8,367 Added 3.19%	270,952 $27.7 Million
Q2 2021 Jul 19, 2021	BUY	$91.91 - $101.16 $957,058 - $1.05 Million	10,413 Added 4.13%	262,585 $26.5 Million
Q1 2021 May 18, 2021	SELL	$85.7 - $93.77 $113,295 - $123,963	-1,322 Reduced 0.52%	252,172 $22.4 Million
Q4 2020 Feb 16, 2021	BUY	$77.7 - $88.69 $19.7 Million - $22.5 Million	253,494 New	253,494 $22.5 Million

Others Institutions Holding IUSG

# of Institutions

824

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

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Madison Wealth Partners, Inc Ishares Core S&P U.S Growth Et Transaction History