Madison Wealth Partners, Inc IUSV Holdings History
Madison Wealth Partners, Inc's ISHARES TRUST Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 280,961.00 shares of ISHARES TRUST(IUSV), totaling $25.93 Mil. This investment constitutes 6.4% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.13% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2020Q4. And since then Madison Wealth Partners, Inc has made 14 purchases of IUSV, at an average price of $76.81, for a total of 285,720.00 shares. In addition, there have been 3 sales at an average price of $75.63 for 4,759.00 shares. Based on historical transaction data and IUSV's current price of $96.02, Madison Wealth Partners, Inc's estimated gain on his IUSV holdings is $5.39 Mil, reflecting a 24.56% gain to date.
Madison Wealth Partners, Inc IUSV ($96.02) Holding Chart
Madison Wealth Partners, Inc IUSV ($96.02) 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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