Madison Wealth Partners, Inc IVV Holdings History
Madison Wealth Partners, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 31,670.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.80 Mil. This investment constitutes 4.39% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Madison Wealth Partners, Inc has made 16 purchases of IVV, at an average price of $401.55, for a total of 32,997.00 shares. In addition, there have been 2 sales at an average price of $516.66 for 1,327.00 shares. Based on historical transaction data and IVV's current price of $627.03, Madison Wealth Partners, Inc's estimated gain on his IVV holdings is $7.29 Mil, reflecting a 55.05% gain to date.
Madison Wealth Partners, Inc IVV ($627.03) Holding Chart
Madison Wealth Partners, Inc IVV ($627.03) 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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