A detailed history of Madison Wealth Partners, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,041 shares of IWB stock, worth $344,165. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,041
Previous 1,041 -0.0%
Holding current value
$344,165
Previous $309,000 5.83%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$257.46 - $288.1 $30,122 - $33,707
117 Added 12.66%
1,041 $299,000
Q3 2023

Nov 01, 2023

SELL
$234.05 - $252.17 $936 - $1,008
-4 Reduced 0.43%
924 $217,000
Q1 2023

Apr 20, 2023

BUY
$208.78 - $230.55 $193,747 - $213,950
928 New
928 $209,000
Q2 2022

Jul 22, 2022

BUY
$201.03 - $253.2 $206,055 - $259,530
1,025 New
1,025 $213,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc and customize your updates to receive the information that matters most to you.

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.