Ullmann Wealth Partners Group, LLC Ishares Tr Transaction History

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 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 1,539,884 shares of LRGF stock, worth $96.1 Million. This represents 12.01% of its overall portfolio holdings.

Number of Shares
1,539,884
Previous 1,525,875 0.92%
Holding current value
$96.1 Million
Previous $89.7 Million 3.63%
% of portfolio
12.01%
Previous 11.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
216
Shares Held
34.4M
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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