Madison Wealth Partners, Inc Ishares Core S&P Sm Cap ETF Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 52,051 shares of IJR stock, worth $5.61 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

52,051

Previous 52,223 0.33%

Holding current value

$5.61 Million

Previous $6.11 Million 1.82%

% of portfolio

1.74%

Previous 1.87%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$113.92 - $127.38 $19,594 - $21,909	-172 Reduced 0.33%	52,051 $6 Million
Q3 2024 Oct 24, 2024	BUY	$105.53 - $118.34 $67,011 - $75,145	635 Added 1.23%	52,223 $6.11 Million
Q2 2024 Aug 09, 2024	SELL	$102.13 - $110.88 $86,401 - $93,804	-846 Reduced 1.61%	51,588 $5.5 Million
Q1 2024 Apr 29, 2024	SELL	$102.35 - $110.52 $24,052 - $25,972	-235 Reduced 0.45%	52,434 $5.8 Million
Q4 2023 Feb 12, 2024	SELL	$87.61 - $110.11 $189,588 - $238,278	-2,164 Reduced 3.95%	52,669 $5.7 Million
Q3 2023 Nov 01, 2023	BUY	$92.9 - $105.16 $27,498 - $31,127	296 Added 0.54%	54,833 $5.17 Million
Q2 2023 Jul 20, 2023	BUY	$91.14 - $99.81 $121,854 - $133,445	1,337 Added 2.51%	54,537 $5.43 Million
Q1 2023 Apr 20, 2023	SELL	$92.27 - $107.68 $18,177 - $21,212	-197 Reduced 0.37%	53,200 $5.14 Million
Q4 2022 Jan 24, 2023	SELL	$89.09 - $102.13 $222,725 - $255,325	-2,500 Reduced 4.47%	53,397 $0
Q3 2022 Oct 24, 2022	BUY	$87.04 - $106.5 $52,920 - $64,752	608 Added 1.1%	55,897 $4.87 Million
Q2 2022 Jul 22, 2022	BUY	$89.03 - $109.02 $224,088 - $274,403	2,517 Added 4.77%	55,289 $5.11 Million
Q1 2022 May 02, 2022	BUY	$102.32 - $116.69 $142,020 - $161,965	1,388 Added 2.7%	52,772 $5.69 Million
Q4 2021 Jan 19, 2022	BUY	$108.26 - $120.32 $493,449 - $548,418	4,558 Added 9.73%	51,384 $5.88 Million
Q3 2021 Nov 09, 2021	BUY	$104.62 - $113.69 $181,934 - $197,706	1,739 Added 3.86%	46,826 $5.11 Million
Q2 2021 Jul 19, 2021	BUY	$106.38 - $116.3 $365,628 - $399,723	3,437 Added 8.25%	45,087 $5.09 Million
Q1 2021 May 18, 2021	SELL	$91.04 - $115.01 $20,392 - $25,762	-224 Reduced 0.53%	41,650 $3.83 Million
Q4 2020 Feb 16, 2021	BUY	$71.23 - $92.42 $2.98 Million - $3.87 Million	41,874 New	41,874 $3.85 Million

Others Institutions Holding IJR

# of Institutions

2,826

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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 Core S&P Sm Cap ETF Transaction History