Ullmann Wealth Partners Group, LLC IVV Holdings History
Ullmann Wealth Partners Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 260,430.00 shares of iShares Core S&P 500 ETF(IVV), totaling $161.70 Mil. This investment constitutes 19.11% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Ullmann Wealth Partners Group, LLC has made 21 purchases of IVV, at an average price of $426.60, for a total of 274,003.00 shares. In addition, there have been 6 sales at an average price of $447.56 for 13,573.00 shares. Based on historical transaction data and IVV's current price of $624.99, Ullmann Wealth Partners Group, LLC's estimated gain on his IVV holdings is $51.95 Mil, reflecting a 44.44% gain to date.
Ullmann Wealth Partners Group, LLC IVV ($624.99) Holding Chart
Ullmann Wealth Partners Group, LLC IVV ($624.99) 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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