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Ishares Tr shares owned by Ullmann Financial

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Ullmann Financial from 13F filings

Historical chart of Ullmann Financial investment in Ishares Tr

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All positions including Ishares Tr held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $66M 1.4M 48.29
2023-09-30 $54M 1.2M 43.32
2023-06-30 $25M 557k 44.56
2023-03-31 $666k 16k 41.44

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Emng Mkts Eqt (EMGF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Ullmann Financial

Top funds holding Ishares Tr

Alan Leist III
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Plan
Ullmann Financial
Stokes Family Office
Bsc Private Wealth Management
Halbert Hargrove Global Advisors
Jpmorgan Chase & Co
Phillips Financial Management
Cardinal Point Capital Management, ULC
Colony
Cora Capital Advisors
Bank of America Corporation

View all funds holding Ishares Tr