Madison Wealth Partners, Inc Ishares Morningstar Small Cap Transaction History

Madison Wealth Partners, Inc

$405 Million
Q2 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 5,307 shares of ISCV stock, worth $341,930. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,307

Previous 5,123 3.59%

Holding current value

$341,930

Previous $303,000 7.26%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$51.37 - $61.54 $9,452 - $11,323	184 Added 3.59%	5,307 $325,000
Q1 2025 Apr 22, 2025	SELL	$58.11 - $66.0 $28,532 - $32,406	-491 Reduced 8.75%	5,123 $303,000
Q4 2024 Feb 10, 2025	BUY	$62.21 - $69.5 $1,679 - $1,876	27 Added 0.48%	5,614 $355,000
Q2 2024 Aug 09, 2024	BUY	$56.09 - $60.92 $2,187 - $2,375	39 Added 0.7%	5,587 $323,000
Q1 2024 Apr 29, 2024	BUY	$55.84 - $61.2 $893 - $979	16 Added 0.29%	5,548 $339,000
Q4 2023 Feb 12, 2024	BUY	$47.77 - $59.95 $14,952 - $18,764	313 Added 6.0%	5,532 $327,000
Q3 2023 Nov 01, 2023	BUY	$51.03 - $57.84 $510 - $578	10 Added 0.19%	5,219 $270,000
Q2 2023 Jul 20, 2023	BUY	$49.05 - $54.02 $20,895 - $23,012	426 Added 8.91%	5,209 $281,000
Q1 2023 Apr 20, 2023	BUY	$49.59 - $59.69 $237,188 - $285,497	4,783 New	4,783 $249,000

Others Institutions Holding ISCV

# of Institutions

124

Shares Held

3.64M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

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