Madison Wealth Partners, Inc Ishares Morningstar Value ETF Transaction History

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 37,478 shares of ILCV stock, worth $3.14 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
37,478
Previous 37,246 0.62%
Holding current value
$3.14 Million
Previous $2.84 Million 8.37%
% of portfolio
0.94%
Previous 1.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$75.47 - $82.2 $17,509 - $19,070
232 Added 0.62%
37,478 $3.08 Million
Q2 2024

Aug 09, 2024
SELL
$73.1 - $77.24 $24,488 - $25,875
-335 Reduced 0.89%
37,246 $2.84 Million
Q1 2024

Apr 29, 2024
BUY
$69.61 - $76.86 $17,959 - $19,829
258 Added 0.69%
37,581 $2.89 Million
Q4 2023

Feb 12, 2024
BUY
$61.65 - $70.82 $24,844 - $28,540
403 Added 1.09%
37,323 $2.64 Million
Q3 2023

Nov 01, 2023
BUY
$64.75 - $69.1 $35,547 - $37,935
549 Added 1.51%
36,920 $2.39 Million
Q2 2023

Jul 20, 2023
BUY
$62.78 - $66.52 $279,559 - $296,213
4,453 Added 13.95%
36,371 $2.42 Million
Q1 2023

Apr 20, 2023
BUY
$61.05 - $67.22 $127,838 - $140,758
2,094 Added 7.02%
31,918 $2.04 Million
Q4 2022

Jan 24, 2023
BUY
$57.07 - $66.32 $1.29 Million - $1.5 Million
22,574 Added 311.37%
29,824 $0
Q3 2022

Oct 24, 2022
BUY
$56.47 - $66.63 $44,554 - $52,571
789 Added 12.21%
7,250 $409,000
Q2 2022

Jul 22, 2022
SELL
$58.45 - $69.44 $105,852 - $125,755
-1,811 Reduced 21.89%
6,461 $390,000
Q1 2022

May 02, 2022
BUY
$64.84 - $70.54 $536,356 - $583,506
8,272 New
8,272 $567,000

Others Institutions Holding ILCV

# of Institutions
133
Shares Held
8.18M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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