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

Madison Wealth Partners, Inc

$345 Million
Q4 2024

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 1,789 shares of IWD stock, worth $336,314. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,789

Previous 1,762 1.53%

Holding current value

$336,314

Previous $334,000 0.9%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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