Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 16,715 shares of IBTG stock, worth $382,773. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,715
Previous 16,715
-0.0%
Holding current value
$382,773
Previous $383,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
315Shares Held
80.4MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio