Ullmann Wealth Partners Group, LLC ITOT Holdings History
Ullmann Wealth Partners Group, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 641,429.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $86.62 Mil. This investment constitutes 10.23% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.12% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2018Q2. And since then Ullmann Wealth Partners Group, LLC has made 12 purchases of ITOT, at an average price of $69.89, for a total of 925,236.00 shares. In addition, there have been 17 sales at an average price of $81.06 for 283,807.00 shares. Based on historical transaction data and ITOT's current price of $137.43, Ullmann Wealth Partners Group, LLC's estimated gain on his ITOT holdings is $46.49 Mil, reflecting a 71.89% gain to date.
Ullmann Wealth Partners Group, LLC ITOT ($137.43) Holding Chart
Ullmann Wealth Partners Group, LLC ITOT ($137.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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