Ullmann Wealth Partners Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 22,339 shares of IJR stock, worth $2.41 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
22,339
Previous 22,729
1.72%
Holding current value
$2.41 Million
Previous $2.66 Million
3.2%
% of portfolio
0.33%
Previous 0.34%
Shares
19 transactions
Others Institutions Holding IJR
# of Institutions
2,826Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.11 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.45 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.06 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.96 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.85 Billion0.46% of portfolio