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

Ullmann Wealth Partners Group, LLC

  • $840 Million
  • Q2 2025

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 3,631 shares of IWP stock, worth $503,365. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,631
Previous 3,630 0.03%
Holding current value
$503,365
Previous $426,000 18.08%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$104.34 - $138.68 $104 - $138
1 Added 0.03%
3,631 $503,000
Q4 2024

Jan 14, 2025
BUY
$116.4 - $138.52 $116 - $138
1 Added 0.03%
3,630 $460,000
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
$77.4 - $89.88 $464 - $539
6 Added 0.17%
3,623 $0
Q3 2022

Oct 12, 2022
BUY
$78.02 - $94.38 $390 - $471
5 Added 0.14%
3,617 $284,000
Q4 2021

Jan 26, 2022
SELL
$109.8 - $123.28 $59,731 - $67,064
-544 Reduced 13.09%
3,612 $416,000
Q4 2020

Jan 15, 2021
BUY
$86.54 - $104.78 $179,830 - $217,732
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
1,271
Shares Held
132M
Call Options Held
130K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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