Ullmann Wealth Partners Group, LLC Ishares Russell2000 Val ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $700 Million
- Q2 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 4,605 shares of IWN stock, worth $759,180. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,605
Previous 4,597
0.17%
Holding current value
$759,180
Previous $730,000
3.97%
% of portfolio
0.1%
Previous 0.11%
Shares
28 transactions
Others Institutions Holding IWN
# of Institutions
999Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$810 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$434 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$412 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$408 Million0.44% of portfolio