Ullmann Wealth Partners Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Ullmann Wealth Partners Group, LLC

  • $905 Million
  • Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 8,846 shares of IWB stock, worth $3.25 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,846
Previous 8,936 1.01%
Holding current value
$3.25 Million
Previous $3.03 Million 6.56%
% of portfolio
0.36%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$339.37 - $366.46 $30,543 - $32,981
-90 Reduced 1.01%
8,846 $3.23 Million
Q2 2025

Jul 11, 2025
BUY
$272.36 - $339.57 $1.01 Million - $1.26 Million
3,701 Added 70.7%
8,936 $3.03 Million
Q1 2025

Apr 10, 2025
BUY
$302.31 - $337.54 $1.12 Million - $1.25 Million
3,714 Added 244.18%
5,235 $1.6 Million
Q3 2024

Oct 15, 2024
BUY
$283.28 - $314.39 $430,868 - $478,187
1,521 New
1,521 $478,000

Others Institutions Holding IWB

# of Institutions
1,619
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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