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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

BUY
$27.79 - $34.84 $5,974 - $7,490
215 Added 106.97%
416 $14,000
Q4 2024

Feb 12, 2025

BUY
$27.03 - $29.92 $5,433 - $6,013
201 New
201 $5,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.