Ullmann Wealth Partners Group, LLC Ishares S&P Smallcap 600 Value Transaction History
Ullmann Wealth Partners Group, LLC
- $749 Million
- Q1 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 16,671 shares of IJS stock, worth $1.52 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,671
Previous 16,634
0.22%
Holding current value
$1.52 Million
Previous $1.81 Million
10.3%
% of portfolio
0.22%
Previous 0.23%
Shares
30 transactions
Others Institutions Holding IJS
# of Institutions
901Shares Held
45.8MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$324 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$320 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$261 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$137 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$127 Million0.03% of portfolio