Madison Wealth Partners, Inc Ishares Core S&P Sm Cap ETF Transaction History
Madison Wealth Partners, Inc
- $357 Million
- Q1 2025
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 215,704 shares of IJR stock, worth $23 Million. This represents 6.32% of its overall portfolio holdings.
Number of Shares
215,704
Previous 52,051
314.41%
Holding current value
$23 Million
Previous $6 Million
276.12%
% of portfolio
6.32%
Previous 1.74%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,817Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
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Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio