Madison Wealth Partners, Inc Ishares Morningstar Small Cap Transaction History

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 8,014 shares of ISCG stock, worth $427,627. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,014
Previous 7,368 8.77%
Holding current value
$427,627
Previous $366,000 18.85%
% of portfolio
0.1%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$49.84 - $55.14 $32,196 - $35,620
646 Added 8.77%
8,014 $435,000
Q2 2025

Jul 29, 2025
BUY
$39.44 - $49.76 $9,110 - $11,494
231 Added 3.24%
7,368 $366,000
Q1 2025

Apr 22, 2025
SELL
$44.44 - $52.05 $31,463 - $36,851
-708 Reduced 9.02%
7,137 $321,000
Q4 2024

Feb 10, 2025
BUY
$48.22 - $54.03 $1,350 - $1,512
28 Added 0.36%
7,845 $388,000
Q2 2024

Aug 09, 2024
BUY
$42.78 - $46.46 $2,139 - $2,323
50 Added 0.64%
7,817 $355,000
Q1 2024

Apr 29, 2024
BUY
$41.98 - $46.57 $755 - $838
18 Added 0.23%
7,767 $361,000
Q4 2023

Feb 12, 2024
BUY
$35.43 - $44.69 $14,597 - $18,412
412 Added 5.62%
7,749 $340,000
Q3 2023

Nov 01, 2023
BUY
$38.15 - $43.33 $495 - $563
13 Added 0.18%
7,337 $284,000
Q2 2023

Jul 20, 2023
BUY
$37.58 - $41.41 $21,383 - $23,562
569 Added 8.42%
7,324 $303,000
Q1 2023

Apr 20, 2023
BUY
$35.89 - $41.91 $242,436 - $283,102
6,755 New
6,755 $263,000

Others Institutions Holding ISCG

# of Institutions
164
Shares Held
8.39M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

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