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

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 238,390 shares of IUSV stock, worth $22.7 Million. This represents 6.98% of its overall portfolio holdings.

Number of Shares

238,390

Previous 223,812 6.51%

Holding current value

$22.7 Million

Previous $19.7 Million 15.41%

% of portfolio

6.98%

Previous 6.99%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$87.56 - $95.49 $1.28 Million - $1.39 Million	14,578 Added 6.51%	238,390 $22.8 Million
Q2 2024 Aug 09, 2024	BUY	$85.39 - $90.42 $646,231 - $684,298	7,568 Added 3.5%	223,812 $19.7 Million
Q1 2024 Apr 29, 2024	BUY	$82.87 - $90.44 $135,492 - $147,869	1,635 Added 0.76%	216,244 $19.6 Million
Q4 2023 Feb 12, 2024	BUY	$71.48 - $84.61 $803,506 - $951,101	11,241 Added 5.53%	214,609 $18.1 Million
Q3 2023 Nov 01, 2023	SELL	$74.38 - $81.04 $158,206 - $172,372	-2,127 Reduced 1.04%	203,368 $15.2 Million
Q2 2023 Jul 20, 2023	BUY	$72.65 - $78.26 $457,477 - $492,803	6,297 Added 3.16%	205,495 $16.1 Million
Q1 2023 Apr 20, 2023	SELL	$70.21 - $77.86 $184,792 - $204,927	-2,632 Reduced 1.3%	199,198 $14.7 Million
Q4 2022 Jan 24, 2023	BUY	$63.23 - $73.93 $234,330 - $273,984	3,706 Added 1.87%	201,830 $0
Q3 2022 Oct 24, 2022	BUY	$62.61 - $73.64 $274,357 - $322,690	4,382 Added 2.26%	198,124 $12.4 Million
Q2 2022 Jul 22, 2022	BUY	$64.88 - $77.18 $573,993 - $682,811	8,847 Added 4.78%	193,742 $13 Million
Q1 2022 May 02, 2022	BUY	$71.81 - $77.49 $680,902 - $734,760	9,482 Added 5.41%	184,895 $14 Million
Q4 2021 Jan 19, 2022	BUY	$71.13 - $76.45 $713,505 - $766,869	10,031 Added 6.07%	175,413 $13.4 Million
Q3 2021 Nov 09, 2021	BUY	$69.93 - $74.13 $1.22 Million - $1.29 Million	17,419 Added 11.77%	165,382 $11.7 Million
Q2 2021 Jul 19, 2021	BUY	$69.41 - $73.87 $10 Million - $10.7 Million	144,324 Added 3966.03%	147,963 $10.6 Million
Q4 2020 Feb 16, 2021	BUY	$53.17 - $62.19 $193,485 - $226,309	3,639 New	3,639 $226,000

Others Institutions Holding IUSV

# of Institutions

738

Shares Held

165M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

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