Madison Wealth Partners, Inc IUSG Holdings History
Madison Wealth Partners, Inc's ISHARES TRUST Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 390,148.00 shares of ISHARES TRUST(IUSG), totaling $49.58 Mil. This investment constitutes 12.24% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.25% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2020Q4. And since then Madison Wealth Partners, Inc has made 14 purchases of IUSG, at an average price of $93.44, for a total of 434,271.00 shares. In addition, there have been 4 sales at an average price of $97.69 for 44,123.00 shares. Based on historical transaction data and IUSG's current price of $151.24, Madison Wealth Partners, Inc's estimated gain on his IUSG holdings is $22.74 Mil, reflecting a 56.03% gain to date.
Madison Wealth Partners, Inc IUSG ($151.24) Holding Chart
Madison Wealth Partners, Inc IUSG ($151.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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