Madison Wealth Partners, Inc Ishares Core S&P Total U.S. St Transaction History

Madison Wealth Partners, Inc

$357 Million
Q1 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 8,096 shares of ITOT stock, worth $972,572. This represents 0.28% of its overall portfolio holdings.

Number of Shares

8,096

Previous 7,903 2.44%

Holding current value

$972,572

Previous $1.02 Million 2.85%

% of portfolio

0.28%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$120.29 - $134.6 $23,215 - $25,977	193 Added 2.44%	8,096 $987,000
Q4 2024 Feb 10, 2025	SELL	$124.26 - $134.12 $7,828 - $8,449	-63 Reduced 0.79%	7,903 $1.02 Million
Q3 2024 Oct 24, 2024	BUY	$113.41 - $125.62 $11,454 - $12,687	101 Added 1.28%	7,966 $1 Million
Q2 2024 Aug 09, 2024	BUY	$108.78 - $119.23 $97,684 - $107,068	898 Added 12.89%	7,865 $934,000
Q1 2024 Apr 29, 2024	BUY	$103.16 - $115.3 $16,505 - $18,448	160 Added 2.35%	6,967 $803,000
Q4 2023 Feb 12, 2024	BUY	$90.04 - $105.69 $168,915 - $198,274	1,876 Added 38.05%	6,807 $716,000
Q3 2023 Nov 01, 2023	BUY	$93.72 - $101.39 $1,124 - $1,216	12 Added 0.24%	4,931 $464,000
Q2 2023 Jul 20, 2023	SELL	$89.03 - $97.84 $4,451 - $4,892	-50 Reduced 1.01%	4,919 $481,000
Q1 2023 Apr 20, 2023	SELL	$84.12 - $93.15 $7,318 - $8,104	-87 Reduced 1.72%	4,969 $449,000
Q4 2022 Jan 24, 2023	SELL	$79.44 - $90.48 $64,584 - $73,560	-813 Reduced 13.85%	5,056 $0
Q3 2022 Oct 24, 2022	SELL	$79.54 - $95.9 $97,595 - $117,669	-1,227 Reduced 17.29%	5,869 $467,000
Q2 2022 Jul 22, 2022	BUY	$80.96 - $102.19 $574,492 - $725,140	7,096 New	7,096 $595,000

Others Institutions Holding ITOT

# of Institutions

1,564

Shares Held

314M

Call Options Held

53K

Put Options Held

29.4K

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About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Madison Wealth Partners, Inc Ishares Core S&P Total U.S. St Transaction History