Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,164 shares of IBTJ stock, worth $157,106. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,164
Previous 7,164
-0.0%
Holding current value
$157,106
Previous $157,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio