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Ishares U S Etf Tr shr mat mu etf shares owned by Ullmann Financial

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Ullmann Financial from 13F filings

Historical chart of Ullmann Financial investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 338k 50.32
2024-03-31 $16M 320k 50.12
2023-12-31 $16M 323k 49.99
2023-09-30 $11M 221k 49.81
2023-06-30 $2.6M 53k 49.89

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares U S Etf Tr Blackrock Short (MEAR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ullmann Financial

Top funds holding Ishares U S Etf Tr shr mat mu etf

Jpmorgan Chase & Co
Bank of America Corporation
Resonant Capital Advisors
Rockwood Wealth Management
Integrated Wealth Concepts
Foster Group
Stephens
Ullmann Financial
LPL Financial
Envestnet Asset Management
Kestra Investment Management
Portfolio Design Labs
Source Financial Advisors
Ascent Group
Colony

View all funds holding Ishares U S Etf Tr shr mat mu etf