A detailed history of Madison Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Madison Wealth Management holds 2,847 shares of IJR stock, worth $353,739. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,847
Previous 2,847 -0.0%
Holding current value
$353,739
Previous $283,000 5.3%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$91.14 - $99.81 $10,298 - $11,278
-113 Reduced 3.82%
2,847 $283,000
Q1 2023

May 08, 2023

SELL
$92.27 - $107.68 $11,164 - $13,029
-121 Reduced 3.93%
2,960 $286,000
Q4 2022

Feb 08, 2023

SELL
$89.09 - $102.13 $78,577 - $90,078
-882 Reduced 22.26%
3,081 $291,000
Q3 2022

Nov 10, 2022

BUY
$87.04 - $106.5 $10,880 - $13,312
125 Added 3.26%
3,963 $346,000
Q2 2022

Aug 11, 2022

BUY
$89.03 - $109.02 $89 - $109
1 Added 0.03%
3,838 $355,000
Q1 2022

May 16, 2022

BUY
$102.32 - $116.69 $3,274 - $3,734
32 Added 0.84%
3,837 $413,000
Q4 2021

Feb 11, 2022

BUY
$108.26 - $120.32 $216 - $240
2 Added 0.05%
3,805 $436,000
Q3 2021

Nov 12, 2021

BUY
$104.62 - $113.69 $85,683 - $93,112
819 Added 27.45%
3,803 $415,000
Q2 2021

Aug 12, 2021

BUY
$106.38 - $116.3 $5,638 - $6,163
53 Added 1.81%
2,984 $337,000
Q1 2021

May 11, 2021

SELL
$91.04 - $115.01 $6,645 - $8,395
-73 Reduced 2.43%
2,931 $318,000
Q4 2020

Feb 09, 2021

BUY
$71.23 - $92.42 $213,974 - $277,629
3,004 New
3,004 $276,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Madison Wealth Management Portfolio

Follow Madison Wealth Management and customize your updates to receive the information that matters most to you.

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.