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

Uma Financial Services, Inc.

$648 Million
Q3 2025

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 3,524 shares of ESGD stock, worth $333,863. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,524

Previous 3,574 1.4%

Holding current value

$333,863

Previous $318,000 2.83%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$87.05 - $93.19 $4,352 - $4,659	-50 Reduced 1.4%	3,524 $327,000
Q2 2025 Jul 11, 2025	SELL	$73.02 - $90.22 $10,514 - $12,991	-144 Reduced 3.87%	3,574 $318,000
Q1 2025 Apr 28, 2025	SELL	$75.32 - $84.77 $16,871 - $18,988	-224 Reduced 5.68%	3,718 $303,000
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

746

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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