Ullmann Wealth Partners Group, LLC Ishares Russell 1000 Gr ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 77,076 shares of IWF stock, worth $30.4 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
77,076
Previous 77,726
0.84%
Holding current value
$30.4 Million
Previous $29.2 Million
6.09%
% of portfolio
4.0%
Previous 3.78%
Shares
29 transactions
Others Institutions Holding IWF
# of Institutions
2,452Shares Held
210MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$12.1 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$9.49 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.8 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.81 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.45 Billion0.47% of portfolio