Madison Wealth Partners, Inc Ishares Core S&P U.S Growth Et Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 389,481 shares of IUSG stock, worth $51.5 Million. This represents 15.75% of its overall portfolio holdings.

Number of Shares

389,481

Previous 341,373 14.09%

Holding current value

$51.5 Million

Previous $45 Million 20.53%

% of portfolio

15.75%

Previous 13.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$129.96 - $144.97 $6.25 Million - $6.97 Million	48,108 Added 14.09%	389,481 $54.3 Million
Q3 2024 Oct 24, 2024	SELL	$116.79 - $133.54 $126,717 - $144,890	-1,085 Reduced 0.32%	341,373 $45 Million
Q2 2024 Aug 09, 2024	BUY	$109.98 - $128.59 $13,527 - $15,816	123 Added 0.04%	342,458 $43.7 Million
Q1 2024 Apr 29, 2024	BUY	$100.95 - $117.92 $163,337 - $190,794	1,618 Added 0.47%	342,335 $40.1 Million
Q4 2023 Feb 12, 2024	BUY	$91.06 - $104.51 $1.22 Million - $1.4 Million	13,407 Added 4.1%	340,717 $35.5 Million
Q3 2023 Nov 01, 2023	SELL	$94.27 - $100.74 $3.37 Million - $3.6 Million	-35,760 Reduced 9.85%	327,310 $31 Million
Q2 2023 Jul 20, 2023	SELL	$87.77 - $97.64 $522,758 - $581,543	-5,956 Reduced 1.61%	363,070 $35.5 Million
Q1 2023 Apr 20, 2023	BUY	$79.81 - $88.77 $1.77 Million - $1.97 Million	22,151 Added 6.39%	369,026 $32.8 Million
Q4 2022 Jan 24, 2023	BUY	$78.88 - $88.47 $327,194 - $366,973	4,148 Added 1.21%	346,875 $0
Q3 2022 Oct 24, 2022	BUY	$80.18 - $99.02 $1.27 Million - $1.57 Million	15,835 Added 4.84%	342,727 $27.5 Million
Q2 2022 Jul 22, 2022	BUY	$80.61 - $107.49 $2.26 Million - $3.02 Million	28,057 Added 9.39%	326,892 $27.4 Million
Q1 2022 May 02, 2022	BUY	$94.61 - $116.48 $1.33 Million - $1.63 Million	14,032 Added 4.93%	298,835 $31.6 Million
Q4 2021 Jan 19, 2022	BUY	$101.4 - $117.16 $1.4 Million - $1.62 Million	13,851 Added 5.11%	284,803 $32.9 Million
Q3 2021 Nov 09, 2021	BUY	$101.41 - $109.45 $848,497 - $915,768	8,367 Added 3.19%	270,952 $27.7 Million
Q2 2021 Jul 19, 2021	BUY	$91.91 - $101.16 $957,058 - $1.05 Million	10,413 Added 4.13%	262,585 $26.5 Million
Q1 2021 May 18, 2021	SELL	$85.7 - $93.77 $113,295 - $123,963	-1,322 Reduced 0.52%	252,172 $22.4 Million
Q4 2020 Feb 16, 2021	BUY	$77.7 - $88.69 $19.7 Million - $22.5 Million	253,494 New	253,494 $22.5 Million

Others Institutions Holding IUSG

# of Institutions

820

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Ishares Core S&P U.S Growth Et Transaction History