Ullmann Wealth Partners Group, LLC Ishares Core S&P 500 ETF Transaction History

Ullmann Wealth Partners Group, LLC

  • $905 Million
  • Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 273,661 shares of IVV stock, worth $185 Million. This represents 20.24% of its overall portfolio holdings.

Number of Shares
273,661
Previous 260,430 5.08%
Holding current value
$185 Million
Previous $162 Million 13.27%
% of portfolio
20.24%
Previous 19.24%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$620.67 - $670.08 $8.21 Million - $8.87 Million
13,231 Added 5.08%
273,661 $183 Million
Q2 2025

Jul 11, 2025
BUY
$498.8 - $620.9 $9.2 Million - $11.5 Million
18,442 Added 7.62%
260,430 $162 Million
Q1 2025

Apr 10, 2025
SELL
$554.06 - $615.85 $990,105 - $1.1 Million
-1,787 Reduced 0.73%
241,988 $135 Million
Q4 2024

Jan 14, 2025
SELL
$570.51 - $610.59 $1.65 Million - $1.76 Million
-2,890 Reduced 1.17%
243,775 $144 Million
Q3 2024

Oct 15, 2024
BUY
$520.18 - $576.82 $4.24 Million - $4.7 Million
8,142 Added 3.41%
246,665 $142 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $3.41 Million - $3.77 Million
6,854 Added 2.96%
238,523 $131 Million
Q1 2024

May 10, 2024
BUY
$469.56 - $525.73 $1.98 Million - $2.22 Million
4,222 Added 1.86%
231,669 $122 Million
Q4 2023

Jan 11, 2024
BUY
$412.55 - $479.0 $1.81 Million - $2.1 Million
4,388 Added 1.97%
227,447 $109 Million
Q3 2023

Oct 13, 2023
BUY
$427.76 - $460.18 $29.9 Million - $32.2 Million
69,996 Added 45.73%
223,059 $95.8 Million
Q2 2023

Jul 13, 2023
BUY
$406.17 - $445.71 $25.2 Million - $27.7 Million
62,161 Added 68.38%
153,063 $68.2 Million
Q1 2023

Apr 11, 2023
BUY
$381.13 - $418.66 $1.26 Million - $1.39 Million
3,310 Added 3.78%
90,902 $37.4 Million
Q4 2022

Jan 18, 2023
BUY
$357.98 - $409.32 $1.59 Million - $1.82 Million
4,454 Added 5.36%
87,592 $0
Q3 2022

Oct 12, 2022
BUY
$358.65 - $432.04 $4.56 Million - $5.5 Million
12,727 Added 18.08%
83,138 $29.8 Million
Q2 2022

Jul 13, 2022
BUY
$366.99 - $458.8 $1.2 Million - $1.5 Million
3,275 Added 4.88%
70,411 $26.7 Million
Q1 2022

Apr 14, 2022
BUY
$418.06 - $479.84 $12.5 Million - $14.4 Million
30,015 Added 80.86%
67,136 $30.5 Million
Q4 2021

Jan 26, 2022
BUY
$430.29 - $479.53 $1.01 Million - $1.13 Million
2,358 Added 6.78%
37,121 $17.7 Million
Q3 2021

Oct 19, 2021
BUY
$426.8 - $455.27 $20,059 - $21,397
47 Added 0.14%
34,763 $15 Million
Q2 2021

Jul 09, 2021
SELL
$402.08 - $429.92 $1.49 Million - $1.6 Million
-3,711 Reduced 9.66%
34,716 $14.9 Million
Q1 2021

Apr 14, 2021
BUY
$370.22 - $398.75 $740 - $797
2 Added 0.01%
38,427 $15.3 Million
Q4 2020

Jan 15, 2021
SELL
$327.62 - $375.39 $548,435 - $628,402
-1,674 Reduced 4.17%
38,425 $14.4 Million
Q3 2020

Oct 19, 2020
SELL
$311.81 - $359.24 $1.05 Million - $1.21 Million
-3,362 Reduced 7.74%
40,099 $13.5 Million
Q2 2020

Jul 13, 2020
BUY
$246.8 - $324.4 $9.61 Million - $12.6 Million
38,924 Added 857.92%
43,461 $13.5 Million
Q1 2020

Apr 09, 2020
BUY
$224.65 - $339.88 $559,378 - $846,301
2,490 Added 121.64%
4,537 $1.17 Million
Q4 2019

Jan 14, 2020
SELL
$289.63 - $324.32 $43,154 - $48,323
-149 Reduced 6.79%
2,047 $662,000
Q1 2019

Apr 08, 2019
BUY
$245.43 - $286.57 $9,817 - $11,462
40 Added 1.86%
2,196 $625,000
Q4 2018

Jan 14, 2019
BUY
$236.09 - $293.95 $21,012 - $26,161
89 Added 4.31%
2,156 $542,000
Q3 2018

Nov 06, 2018
BUY
$272.73 - $295.76 $123,273 - $133,683
452 Added 27.99%
2,067 $605,000
Q2 2018

Aug 07, 2018
BUY
$259.21 - $280.89 $418,624 - $453,637
1,615 New
1,615 $440,000
Q4 2017

Feb 09, 2018
SELL
$253.97 - $271.47 $409,145 - $437,338
-1,611 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$246.18 - $253.1 $396,595 - $407,744
1,611
1,611 $350,000

Others Institutions Holding IVV

# of Institutions
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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