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 416 shares of IDV stock, worth $15,899. This represents 0.0% of its overall portfolio holdings.
Number of Shares
416
Previous 416
-0.0%
Holding current value
$15,899
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
582Shares Held
91.5MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio