Madison Wealth Partners, Inc Ishares Core S&P U.S. Value Et Transaction History
Madison Wealth Partners, Inc
- $282 Million
- Q2 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 223,812 shares of IUSV stock, worth $20.7 Million. This represents 6.99% of its overall portfolio holdings.
Number of Shares
223,812
Previous 216,244
3.5%
Holding current value
$20.7 Million
Previous $19.6 Million
0.85%
% of portfolio
6.99%
Previous 7.23%
Shares
14 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.85 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.2 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$793 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$426 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$395 Million7.67% of portfolio