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

Ullmann Wealth Partners Group, LLC

  • $840 Million
  • Q2 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 8,936 shares of IWB stock, worth $3.12 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,936
Previous 5,235 70.7%
Holding current value
$3.12 Million
Previous $1.6 Million 90.1%
% of portfolio
0.36%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,539
Shares Held
97M
Call Options Held
66.9K
Put Options Held
199K
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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