Ullmann Wealth Partners Group, LLC Ishares Core S&P 500 ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 231,669 shares of IVV stock, worth $128 Million. This represents 18.12% of its overall portfolio holdings.
Number of Shares
231,669
Previous 227,447
1.86%
Holding current value
$128 Million
Previous $109 Million
12.11%
% of portfolio
18.12%
Previous 17.73%
Shares
24 transactions
Others Institutions Holding IVV
# of Institutions
3,249Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio