Ullmann Wealth Partners Group, LLC Ishares Core S&P 500 ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $772 Million
- Q3 2024
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 246,665 shares of IVV stock, worth $144 Million. This represents 18.43% of its overall portfolio holdings.
Number of Shares
246,665
Previous 238,523
3.41%
Holding current value
$144 Million
Previous $131 Million
9.01%
% of portfolio
18.43%
Previous 18.63%
Shares
26 transactions
Others Institutions Holding IVV
# of Institutions
3,376Shares Held
671MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$21.1 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.6 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.7 Billion0.94% of portfolio