Madison Wealth Partners, Inc Ishares Morningstar Small Cap Transaction History

Madison Wealth Partners, Inc

$357 Million
Q1 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 7,137 shares of ISCG stock, worth $338,365. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,137

Previous 7,845 9.02%

Holding current value

$338,365

Previous $388,000 17.27%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

150

Shares Held

7.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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Madison Wealth Partners, Inc Ishares Morningstar Small Cap Transaction History