Madison Wealth Partners, Inc Ishares Tr Transaction History

Madison Wealth Partners, Inc

$405 Million
Q2 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Tr stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 37,760 shares of IEFA stock, worth $3.31 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

37,760

Previous 39,099 3.42%

Holding current value

$3.31 Million

Previous $2.96 Million 6.59%

% of portfolio

0.78%

Previous 0.83%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$67.83 - $84.09 $90,824 - $112,596	-1,339 Reduced 3.42%	37,760 $3.15 Million
Q1 2025 Apr 22, 2025	SELL	$69.57 - $78.65 $179,212 - $202,602	-2,576 Reduced 6.18%	39,099 $2.96 Million
Q4 2024 Feb 10, 2025	SELL	$70.06 - $77.43 $78,257 - $86,489	-1,117 Reduced 2.61%	41,675 $2.93 Million
Q3 2024 Oct 24, 2024	BUY	$70.09 - $78.74 $218,961 - $245,983	3,124 Added 7.88%	42,792 $3.34 Million
Q2 2024 Aug 09, 2024	SELL	$70.77 - $76.19 $50,388 - $54,247	-712 Reduced 1.76%	39,668 $2.88 Million
Q1 2024 Apr 29, 2024	BUY	$68.14 - $74.43 $29,027 - $31,707	426 Added 1.07%	40,380 $3 Million
Q4 2023 Feb 12, 2024	SELL	$61.3 - $70.47 $96,915 - $111,413	-1,581 Reduced 3.81%	39,954 $2.81 Million
Q3 2023 Nov 01, 2023	SELL	$64.04 - $69.58 $13,256 - $14,403	-207 Reduced 0.5%	41,535 $2.67 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $235,132 - $246,065	3,561 Added 9.33%	41,742 $2.82 Million
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $181,971 - $198,157	2,927 Added 8.3%	38,181 $2.55 Million
Q4 2022 Jan 24, 2023	BUY	$52.35 - $63.65 $1.07 Million - $1.3 Million	20,437 Added 137.93%	35,254 $0
Q3 2022 Oct 24, 2022	BUY	$52.32 - $63.1 $145,397 - $175,354	2,779 Added 23.09%	14,817 $780,000
Q2 2022 Jul 22, 2022	SELL	$57.91 - $70.46 $81,711 - $99,419	-1,411 Reduced 10.49%	12,038 $708,000
Q1 2022 May 02, 2022	BUY	$63.26 - $75.48 $420,109 - $501,262	6,641 Added 97.55%	13,449 $935,000
Q4 2021 Jan 19, 2022	SELL	$72.36 - $77.76 $35,528 - $38,180	-491 Reduced 6.73%	6,808 $508,000
Q3 2021 Nov 09, 2021	SELL	$72.98 - $78.2 $3,576 - $3,831	-49 Reduced 0.67%	7,299 $542,000
Q2 2021 Jul 19, 2021	SELL	$73.11 - $77.88 $66,749 - $71,104	-913 Reduced 11.05%	7,348 $550,000
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $480,211 - $575,874	8,261 New	8,261 $570,000

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

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 Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Ishares Tr Transaction History