Ullmann Wealth Partners Group, LLC Ishares Russell 1000 Gr ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $700 Million
- Q2 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 76,953 shares of IWF stock, worth $28.7 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
76,953
Previous 77,046
0.12%
Holding current value
$28.7 Million
Previous $26 Million
8.02%
% of portfolio
4.0%
Previous 3.86%
Shares
27 transactions
Others Institutions Holding IWF
# of Institutions
2,147Shares Held
203MCall Options Held
396KPut Options Held
84.5K-
Bank Of America Corp Charlotte, NC30.2MShares$11.3 Billion0.99% of portfolio
-
Morgan Stanley New York, NY26.1MShares$9.73 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY9.53MShares$3.56 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7MShares$2.62 Billion0.22% of portfolio
-
Ubs Group Ag6.23MShares$2.33 Billion0.57% of portfolio