Madison Wealth Partners, Inc Ishares Core S&P U.S. Value Et Transaction History

Madison Wealth Partners, Inc

$357 Million
Q1 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 280,961 shares of IUSV stock, worth $24.9 Million. This represents 7.26% of its overall portfolio holdings.

Number of Shares

280,961

Previous 241,203 16.48%

Holding current value

$24.9 Million

Previous $22.3 Million 16.05%

% of portfolio

7.26%

Previous 6.48%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$90.0 - $96.32 $3.58 Million - $3.83 Million	39,758 Added 16.48%	280,961 $25.9 Million
Q4 2024 Feb 10, 2025	BUY	$91.94 - $100.02 $258,627 - $281,356	2,813 Added 1.18%	241,203 $22.3 Million
Q3 2024 Oct 24, 2024	BUY	$87.56 - $95.49 $1.28 Million - $1.39 Million	14,578 Added 6.51%	238,390 $22.8 Million
Q2 2024 Aug 09, 2024	BUY	$85.39 - $90.42 $646,231 - $684,298	7,568 Added 3.5%	223,812 $19.7 Million
Q1 2024 Apr 29, 2024	BUY	$82.87 - $90.44 $135,492 - $147,869	1,635 Added 0.76%	216,244 $19.6 Million
Q4 2023 Feb 12, 2024	BUY	$71.48 - $84.61 $803,506 - $951,101	11,241 Added 5.53%	214,609 $18.1 Million
Q3 2023 Nov 01, 2023	SELL	$74.38 - $81.04 $158,206 - $172,372	-2,127 Reduced 1.04%	203,368 $15.2 Million
Q2 2023 Jul 20, 2023	BUY	$72.65 - $78.26 $457,477 - $492,803	6,297 Added 3.16%	205,495 $16.1 Million
Q1 2023 Apr 20, 2023	SELL	$70.21 - $77.86 $184,792 - $204,927	-2,632 Reduced 1.3%	199,198 $14.7 Million
Q4 2022 Jan 24, 2023	BUY	$63.23 - $73.93 $234,330 - $273,984	3,706 Added 1.87%	201,830 $0
Q3 2022 Oct 24, 2022	BUY	$62.61 - $73.64 $274,357 - $322,690	4,382 Added 2.26%	198,124 $12.4 Million
Q2 2022 Jul 22, 2022	BUY	$64.88 - $77.18 $573,993 - $682,811	8,847 Added 4.78%	193,742 $13 Million
Q1 2022 May 02, 2022	BUY	$71.81 - $77.49 $680,902 - $734,760	9,482 Added 5.41%	184,895 $14 Million
Q4 2021 Jan 19, 2022	BUY	$71.13 - $76.45 $713,505 - $766,869	10,031 Added 6.07%	175,413 $13.4 Million
Q3 2021 Nov 09, 2021	BUY	$69.93 - $74.13 $1.22 Million - $1.29 Million	17,419 Added 11.77%	165,382 $11.7 Million
Q2 2021 Jul 19, 2021	BUY	$69.41 - $73.87 $10 Million - $10.7 Million	144,324 Added 3966.03%	147,963 $10.6 Million
Q4 2020 Feb 16, 2021	BUY	$53.17 - $62.19 $193,485 - $226,309	3,639 New	3,639 $226,000

Others Institutions Holding IUSV

# of Institutions

788

Shares Held

177M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History