Ullmann Wealth Partners Group, LLC Ishares Tr Transaction History

Ullmann Wealth Partners Group, LLC

  • $840 Million
  • Q2 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,463,380 shares of LRGF stock, worth $95.4 Million. This represents 11.17% of its overall portfolio holdings.

Number of Shares
1,463,380
Previous 1,521,408 3.81%
Holding current value
$95.4 Million
Previous $87.5 Million 7.22%
% of portfolio
11.17%
Previous 11.68%

Shares

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

Jul 11, 2025
SELL
$51.37 - $64.13 $2.98 Million - $3.72 Million
-58,028 Reduced 3.81%
1,463,380 $93.8 Million
Q1 2025

Apr 10, 2025
SELL
$56.95 - $63.95 $1.05 Million - $1.18 Million
-18,476 Reduced 1.2%
1,521,408 $87.5 Million
Q4 2024

Jan 14, 2025
BUY
$58.25 - $63.26 $816,024 - $886,209
14,009 Added 0.92%
1,539,884 $92.9 Million
Q3 2024

Oct 15, 2024
BUY
$52.89 - $58.77 $3.06 Million - $3.4 Million
57,794 Added 3.94%
1,525,875 $89.7 Million
Q2 2024

Aug 07, 2024
BUY
$50.75 - $56.08 $2.67 Million - $2.95 Million
52,591 Added 3.72%
1,468,081 $81.8 Million
Q1 2024

May 10, 2024
BUY
$47.39 - $53.82 $2.76 Million - $3.13 Million
58,172 Added 4.29%
1,415,490 $76.2 Million
Q4 2023

Jan 11, 2024
BUY
$41.5 - $48.47 $5.09 Million - $5.95 Million
122,692 Added 9.94%
1,357,318 $65.5 Million
Q3 2023

Oct 13, 2023
BUY
$43.03 - $46.09 $29.2 Million - $31.2 Million
677,624 Added 121.66%
1,234,626 $53.5 Million
Q2 2023

Jul 13, 2023
BUY
$40.55 - $44.56 $21.9 Million - $24.1 Million
540,929 Added 3365.45%
557,002 $24.8 Million
Q1 2023

Apr 11, 2023
BUY
$38.59 - $42.55 $620,257 - $683,906
16,073 New
16,073 $666,000

Others Institutions Holding LRGF

# of Institutions
225
Shares Held
35.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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