Uma Financial Services, Inc. Ishares Tr Esg Advanced Total Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,451 shares of EUSB stock, worth $195,176. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,451

Previous 4,431 0.45%

Holding current value

$195,176

Previous $192,000 1.56%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$42.97 - $44.2 $859 - $884	20 Added 0.45%	4,451 $195,000
Q2 2025 Jul 11, 2025	BUY	$42.54 - $43.56 $978 - $1,001	23 Added 0.52%	4,431 $192,000
Q1 2025 Apr 28, 2025	SELL	$42.05 - $43.43 $10,848 - $11,204	-258 Reduced 5.53%	4,408 $190,000
Q4 2024 Feb 12, 2025	BUY	$42.39 - $44.29 $1,526 - $1,594	36 Added 0.78%	4,666 $198,000
Q3 2024 Oct 16, 2024	BUY	$42.09 - $44.64 $194,876 - $206,683	4,630 New	4,630 $205,000

Q3 2022 Oct 06, 2022	SELL	$41.53 - $45.11 $6,229 - $6,766	-150 Reduced 1.67%	8,855 $372,000
Q2 2022 Aug 02, 2022	BUY	$42.91 - $46.25 $7,809 - $8,417	182 Added 2.06%	9,005 $406,000
Q1 2022 May 05, 2022	BUY	$45.92 - $49.05 $30,582 - $32,667	666 Added 8.16%	8,823 $394,000
Q4 2021 Jan 11, 2022	BUY	$49.01 - $49.77 $399,774 - $405,973	8,157 New	8,157 $397,000

Others Institutions Holding EUSB

# of Institutions

173

Shares Held

12.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

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Uma Financial Services, Inc. Ishares Tr Esg Advanced Total Transaction History