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 5,828 shares of ISCV stock, worth $384,356. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,828
Previous 5,307 9.82%
Holding current value
$384,356
Previous $325,000 19.38%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2025
BUY
$61.33 - $67.87 $31,952 - $35,360
521 Added 9.82%
5,828 $388,000
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
133
Shares Held
4.47M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

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