Uma Financial Services, Inc. Ishares Tr Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 106 shares of HYG stock, worth $8,503. This represents 0.0% of its overall portfolio holdings.

Number of Shares

106

Previous 300 64.67%

Holding current value

$8,503

Previous $24,000 66.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$79.85 - $81.32 $15,490 - $15,776	-194 Reduced 64.67%	106 $8,000
Q2 2025 Jul 11, 2025	BUY	$75.75 - $80.65 $3,787 - $4,032	50 Added 20.0%	300 $24,000
Q1 2025 Apr 28, 2025	SELL	$78.51 - $80.11 $2,355 - $2,403	-30 Reduced 10.71%	250 $19,000
Q4 2024 Feb 12, 2025	BUY	$78.09 - $80.04 $21,865 - $22,411	280 New	280 $22,000
Q4 2020 Feb 19, 2021	SELL	$83.46 - $87.3 $272,747 - $285,296	-3,268 Closed	0 $0

Q3 2020 Nov 04, 2020	BUY	$81.53 - $85.39 $27,801 - $29,117	341 Added 11.65%	3,268 $274,000
Q2 2020 Aug 11, 2020	BUY	$73.55 - $84.56 $215,280 - $247,507	2,927 New	2,927 $249,000
Q1 2020 Apr 23, 2020	SELL	$68.63 - $88.43 $171,025 - $220,367	-2,492 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$86.04 - $88.21 $214,411 - $219,819	2,492 New	2,492 $220,000

Others Institutions Holding HYG

# of Institutions

1,185

Shares Held

277M

Call Options Held

123M

Put Options Held

597M

View Full List

About ISHARES TR

Ticker HYG
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Uma Financial Services, Inc. Ishares Tr Transaction History