Madison Wealth Partners, Inc Ishares S&P 500 Growth ETF Transaction History

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 7,245 shares of IVW stock, worth $730,513. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,245

Previous 7,245 -0.0%

Holding current value

$730,513

Previous $670,000 3.43%

% of portfolio

0.21%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$79.31 - $93.31 $4,362 - $5,132	55 Added 0.76%	7,245 $670,000
Q3 2023 Nov 01, 2023	BUY	$68.05 - $72.66 $952 - $1,017	14 Added 0.2%	7,190 $491,000
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $8,280 - $9,232	-131 Reduced 1.79%	7,176 $505,000
Q1 2023 Apr 20, 2023	BUY	$57.25 - $63.89 $13,110 - $14,630	229 Added 3.24%	7,307 $466,000
Q4 2022 Jan 24, 2023	BUY	$56.73 - $63.56 $170 - $190	3 Added 0.04%	7,078 $0
Q3 2022 Oct 24, 2022	BUY	$57.85 - $71.43 $5,611 - $6,928	97 Added 1.39%	7,075 $409,000
Q2 2022 Jul 22, 2022	BUY	$58.13 - $77.8 $39,644 - $53,059	682 Added 10.83%	6,978 $421,000
Q1 2022 May 02, 2022	BUY	$68.33 - $84.32 $8,199 - $10,118	120 Added 1.94%	6,296 $481,000
Q4 2021 Jan 19, 2022	BUY	$73.18 - $84.81 $1,829 - $2,120	25 Added 0.41%	6,176 $517,000
Q3 2021 Nov 09, 2021	BUY	$72.99 - $79.0 $22,845 - $24,727	313 Added 5.36%	6,151 $455,000
Q2 2021 Jul 19, 2021	BUY	$65.96 - $72.81 $37,729 - $41,647	572 Added 10.86%	5,838 $425,000
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $295,791 - $336,076	5,266 New	5,266 $336,000

Others Institutions Holding IVW

# of Institutions

1,786

Shares Held

425M

Call Options Held

280K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Madison Wealth Partners, Inc Ishares S&P 500 Growth ETF Transaction History