Uma Financial Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,942 shares of ESGD stock, worth $329,235. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,942
Previous 4,044 2.52%
Holding current value
$329,235
Previous $340,000 11.76%
% of portfolio
0.05%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$75.65 - $83.47 $7,716 - $8,513
-102 Reduced 2.52%
3,942 $300,000
Q3 2024

Oct 16, 2024
BUY
$75.63 - $84.89 $10,815 - $12,139
143 Added 3.67%
4,044 $340,000
Q2 2024

Jul 17, 2024
SELL
$76.22 - $82.36 $31,707 - $34,261
-416 Reduced 9.64%
3,901 $307,000
Q4 2023

Jan 23, 2024
SELL
$65.9 - $75.7 $17,793 - $20,439
-270 Reduced 5.89%
4,317 $326,000
Q3 2023

Oct 10, 2023
SELL
$68.87 - $74.82 $12,121 - $13,168
-176 Reduced 3.7%
4,587 $317,000
Q2 2023

Jul 05, 2023
BUY
$70.97 - $74.19 $2,767 - $2,893
39 Added 0.83%
4,763 $347,000
Q1 2023

Apr 20, 2023
SELL
$66.27 - $72.39 $21,670 - $23,671
-327 Reduced 6.47%
4,724 $339,000
Q4 2022

Jan 25, 2023
BUY
$55.83 - $67.96 $4,354 - $5,300
78 Added 1.57%
5,051 $0
Q3 2022

Oct 06, 2022
SELL
$55.75 - $67.2 $3,568 - $4,300
-64 Reduced 1.27%
4,973 $293,000
Q2 2022

Aug 02, 2022
BUY
$61.64 - $74.67 $9,122 - $11,051
148 Added 3.03%
5,037 $334,000
Q1 2022

May 05, 2022
SELL
$67.21 - $80.45 $26,951 - $32,260
-401 Reduced 7.58%
4,889 $345,000
Q4 2021

Jan 11, 2022
BUY
$76.64 - $82.32 $405,425 - $435,472
5,290 New
5,290 $421,000

Others Institutions Holding ESGD

# of Institutions
662
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
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More about ESGD
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