Ullmann Wealth Partners Group, LLC Ishares S&P 500 Growth ETF Transaction History

Ullmann Wealth Partners Group, LLC

$774 Million
Q4 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 10,756 shares of IVW stock, worth $1.13 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,756

Previous 10,756 -0.0%

Holding current value

$1.13 Million

Previous $1.03 Million 6.12%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $540,832 - $619,689	6,380 Added 145.8%	10,756 $1.03 Million
Q1 2022 Apr 14, 2022	BUY	$68.33 - $84.32 $10,932 - $13,491	160 Added 3.8%	4,376 $334,000
Q4 2020 Jan 15, 2021	BUY	$56.17 - $63.82 $177,609 - $201,798	3,162 Added 300.0%	4,216 $269,000
Q2 2020 Jul 13, 2020	BUY	$39.5 - $52.48 $41,633 - $55,313	1,054 New	1,054 $219,000
Q3 2018 Nov 06, 2018	SELL	$40.58 - $44.29 $52,185 - $56,956	-1,286 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$37.83 - $42.01 $1,778 - $1,974	-47 Reduced 3.53%	1,286 $209,000
Q4 2017 Feb 09, 2018	BUY	$35.95 - $38.73 $47,921 - $51,627	1,333	1,333 $203,000

Others Institutions Holding IVW

# of Institutions

1,863

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Ullmann Wealth Partners Group, LLC Ishares S&P 500 Growth ETF Transaction History