Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 10,429 shares of IBTI stock, worth $233,088. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,429
Previous 10,396 0.32%
Holding current value
$233,088
Previous $232,000 0.43%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$22.19 - $22.44 $732 - $740
33 Added 0.32%
10,429 $233,000
Q2 2025

Jul 11, 2025
BUY
$22.09 - $22.44 $751 - $762
34 Added 0.33%
10,396 $232,000
Q1 2025

Apr 28, 2025
BUY
$21.77 - $22.25 $89,953 - $91,937
4,132 Added 66.32%
10,362 $230,000
Q4 2024

Feb 12, 2025
BUY
$21.81 - $22.48 $135,876 - $140,050
6,230 New
6,230 $136,000

Others Institutions Holding IBTI

# of Institutions
221
Shares Held
43.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
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