Ullmann Wealth Partners Group, LLC Ishares Russell 1000 Gr ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $905 Million
- Q3 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 76,659 shares of IWF stock, worth $36.1 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
76,659
Previous 76,674
0.02%
Holding current value
$36.1 Million
Previous $32.3 Million
11.05%
% of portfolio
3.97%
Previous 3.85%
Shares
32 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio