Ullmann Wealth Partners Group, LLC Ishares Russell 2000 ETF Transaction History

Ullmann Wealth Partners Group, LLC

  • $749 Million
  • Q1 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,005 shares of IWM stock, worth $412,047. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,005
Previous 2,628 23.71%
Holding current value
$412,047
Previous $580,000 30.86%
% of portfolio
0.05%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$198.1 - $229.79 $123,416 - $143,159
-623 Reduced 23.71%
2,005 $401,000
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $216 - $242
1 Added 0.04%
2,628 $580,000
Q3 2024

Oct 15, 2024
SELL
$200.87 - $224.6 $18,279 - $20,438
-91 Reduced 3.35%
2,627 $580,000
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $55,923 - $60,737
290 Added 11.94%
2,718 $551,000
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $23,874 - $26,497
-126 Reduced 4.93%
2,428 $510,000
Q4 2023

Jan 11, 2024
BUY
$162.21 - $204.82 $811 - $1,024
5 Added 0.2%
2,554 $512,000
Q3 2023

Oct 13, 2023
BUY
$174.36 - $198.71 $168,257 - $191,755
965 Added 60.92%
2,549 $450,000
Q2 2023

Jul 13, 2023
SELL
$170.4 - $187.93 $19,596 - $21,611
-115 Reduced 6.77%
1,584 $296,000
Q1 2023

Apr 11, 2023
BUY
$170.25 - $198.32 $24,856 - $28,954
146 Added 9.4%
1,699 $303,000
Q4 2022

Jan 18, 2023
SELL
$166.81 - $188.05 $15,846 - $17,864
-95 Reduced 5.76%
1,553 $0
Q3 2022

Oct 12, 2022
SELL
$164.17 - $201.07 $527,970 - $646,641
-3,216 Reduced 66.12%
1,648 $272,000
Q2 2022

Jul 13, 2022
BUY
$163.9 - $207.91 $4,261 - $5,405
26 Added 0.54%
4,864 $824,000
Q4 2021

Jan 26, 2022
BUY
$212.12 - $242.56 $697,874 - $798,022
3,290 Added 212.53%
4,838 $1.08 Million
Q2 2021

Jul 09, 2021
SELL
$211.85 - $232.89 $29,870 - $32,837
-141 Reduced 8.35%
1,548 $355,000
Q1 2021

Apr 14, 2021
BUY
$193.5 - $234.42 $15,480 - $18,753
80 Added 4.97%
1,689 $373,000
Q4 2020

Jan 15, 2021
SELL
$152.18 - $199.14 $46,719 - $61,135
-307 Reduced 16.02%
1,609 $315,000
Q1 2019

Apr 08, 2019
SELL
$132.25 - $158.24 $47,477 - $56,808
-359 Reduced 15.78%
1,916 $293,000
Q4 2018

Jan 14, 2019
BUY
$125.88 - $166.33 $125 - $166
1 Added 0.04%
2,275 $305,000
Q3 2018

Nov 06, 2018
SELL
$164.2 - $173.02 $18,062 - $19,032
-110 Reduced 4.61%
2,274 $383,000
Q2 2018

Aug 07, 2018
SELL
$148.13 - $169.97 $5,332 - $6,118
-36 Reduced 1.49%
2,384 $390,000
Q1 2018

May 07, 2018
SELL
$145.44 - $159.96 $12,216 - $13,436
-84 Reduced 3.35%
2,420 $358,000
Q4 2017

Feb 09, 2018
SELL
$145.63 - $154.3 $116,504 - $123,440
-800 Reduced 24.21%
2,504 $381,000
Q3 2017

Nov 14, 2017
BUY
$144.61 - $148.18 $477,791 - $489,586
3,304
3,304 $410,000

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

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