Madison Wealth Partners, Inc Ishares Russell 1000 Val ETF Transaction History

Madison Wealth Partners, Inc

  • $405 Million
  • Q2 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,763 shares of IWD stock, worth $349,267. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,763
Previous 1,783 1.12%
Holding current value
$349,267
Previous $335,000 2.09%
% of portfolio
0.08%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$166.82 - $194.23 $3,336 - $3,884
-20 Reduced 1.12%
1,763 $342,000
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $1,096 - $1,177
-6 Reduced 0.34%
1,783 $335,000
Q4 2024

Feb 10, 2025
BUY
$183.23 - $199.79 $4,947 - $5,394
27 Added 1.53%
1,789 $331,000
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $485 - $537
-3 Reduced 0.17%
1,762 $315,000
Q1 2023

Apr 20, 2023
SELL
$145.2 - $161.56 $12,341 - $13,732
-85 Reduced 4.59%
1,765 $268,000
Q4 2022

Jan 24, 2023
BUY
$136.78 - $158.99 $136 - $158
1 Added 0.05%
1,850 $0
Q2 2022

Jul 22, 2022
BUY
$140.99 - $168.41 $12,407 - $14,820
88 Added 5.0%
1,849 $268,000
Q1 2022

May 02, 2022
BUY
$157.15 - $170.51 $4,714 - $5,115
30 Added 1.73%
1,761 $292,000
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $59,528 - $63,166
385 Added 28.6%
1,731 $271,000
Q2 2021

Jul 19, 2021
BUY
$152.86 - $162.4 $205,749 - $218,590
1,346 New
1,346 $214,000

Others Institutions Holding IWD

# of Institutions
1,922
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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