Ullmann Wealth Partners Group, LLC Ishares Russell Mid Cap Growth Transaction History

Ullmann Wealth Partners Group, LLC

  • $672 Million
  • Q1 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 3,629 shares of IWP stock, worth $400,206. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,629
Previous 3,628 0.03%
Holding current value
$400,206
Previous $378,000 9.52%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$100.66 - $114.14 $100 - $114
1 Added 0.03%
3,629 $414,000
Q4 2023

Jan 11, 2024
BUY
$85.66 - $105.12 $85 - $105
1 Added 0.03%
3,628 $378,000
Q2 2023

Jul 13, 2023
BUY
$87.72 - $96.63 $87 - $96
1 Added 0.03%
3,627 $350,000
Q1 2023

Apr 11, 2023
BUY
$82.89 - $94.68 $248 - $284
3 Added 0.08%
3,626 $330,000
Q4 2022

Jan 18, 2023
BUY
$81.31 - $89.88 $487 - $539
6 Added 0.17%
3,623 $0
Q3 2022

Oct 12, 2022
BUY
N/A
5 Added 0.14%
3,617 $284,000
Q4 2021

Jan 26, 2022
SELL
N/A
-544 Reduced 13.09%
3,612 $416,000
Q4 2020

Jan 15, 2021
BUY
N/A
2,078 Added 100.0%
4,156 $427,000
Q4 2018

Jan 14, 2019
SELL
N/A
-61 Reduced 2.85%
2,078 $236,000
Q1 2018

May 07, 2018
SELL
N/A
-133 Reduced 5.85%
2,139 $256,000
Q4 2017

Feb 09, 2018
SELL
N/A
-883 Reduced 27.99%
2,272 $274,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,155
3,155 $307,000

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email