Ullmann Wealth Partners Group, LLC Ishares Tr Transaction History

Ullmann Wealth Partners Group, LLC

  • $672 Million
  • Q1 2024

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 1,415,490 shares of LRGF stock, worth $78.8 Million. This represents 11.33% of its overall portfolio holdings.

Number of Shares
1,415,490
Previous 1,357,318 4.29%
Holding current value
$78.8 Million
Previous $65.5 Million 16.21%
% of portfolio
11.33%
Previous 10.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
183
Shares Held
29.8M
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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