Ullmann Wealth Partners Group, LLC's ownership history for IVV

Ullmann Wealth Partners Group, LLC currently holds 273.3K shares with a market value of $178.5M. It started holding IVV on 2024-09-30. At its peak, it held 277.0K shares on 2025-12-31. Its highest holding value was $189.8M on 2025-12-31. At its lowest, it held 242.0K shares on 2025-03-31, with a value of $136.0M on 2025-03-31. In the recent 180 days, Ullmann Wealth Partners Group, LLC has decreased its shares by 404. In the recent year, Ullmann Wealth Partners Group, LLC has increased its shares by 31.3K.