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 $744,496. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,245

Previous 7,245 -0.0%

Holding current value

$744,496

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

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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 S&P 500 Growth ETF Transaction History