Madison Wealth Management Ishares Tr Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Madison Wealth Management holds 13,666 shares of IEFA stock, worth $1.01 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,666

Previous 13,686 0.15%

Holding current value

$1.01 Million

Previous $923,000 4.77%

% of portfolio

0.2%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$64.04 - $69.58 $1,280 - $1,391	-20 Reduced 0.15%	13,666 $879,000
Q2 2023 Aug 10, 2023	SELL	$66.03 - $69.1 $6,008 - $6,288	-91 Reduced 0.66%	13,686 $923,000
Q1 2023 May 08, 2023	SELL	$62.17 - $67.7 $22,319 - $24,304	-359 Reduced 2.54%	13,777 $920,000
Q4 2022 Feb 08, 2023	BUY	$56.86 - $63.65 $416,897 - $466,681	7,332 Added 107.76%	14,136 $871,000
Q3 2022 Nov 10, 2022	SELL	$53.51 - $63.1 $385,325 - $454,383	-7,201 Reduced 51.42%	6,804 $358,000

Q2 2022 Aug 11, 2022	SELL	$57.91 - $70.46 $58,199 - $70,812	-1,005 Reduced 6.7%	14,005 $824,000
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $566,936 - $676,451	8,962 Added 148.18%	15,010 $1.04 Million
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $437,633 - $470,292	6,048 New	6,048 $451,000

Others Institutions Holding IEFA

# of Institutions

1,894

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Account

Madison Wealth Management Ishares Tr Transaction History