A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 45,507 shares of IFRA stock, worth $2.13 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
45,507
Previous 42,325 7.52%
Holding current value
$2.13 Million
Previous $1.78 Million 19.92%
% of portfolio
0.39%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$41.55 - $46.97 $132,212 - $149,458
3,182 Added 7.52%
45,507 $2.14 Million
Q2 2024

Jul 17, 2024

BUY
$41.22 - $44.87 $58,738 - $63,939
1,425 Added 3.48%
42,325 $1.78 Million
Q1 2024

Apr 17, 2024

BUY
$38.14 - $43.36 $67,507 - $76,747
1,770 Added 4.52%
40,900 $1.77 Million
Q4 2023

Jan 23, 2024

BUY
$34.58 - $40.63 $177,706 - $208,797
5,139 Added 15.12%
39,130 $1.58 Million
Q3 2023

Oct 10, 2023

BUY
$36.59 - $40.45 $4,061 - $4,489
111 Added 0.33%
33,991 $1.24 Million
Q2 2023

Jul 05, 2023

BUY
$35.99 - $39.08 $24,905 - $27,043
692 Added 2.09%
33,880 $1.32 Million
Q1 2023

Apr 20, 2023

BUY
$35.21 - $39.8 $90,947 - $102,803
2,583 Added 8.44%
33,188 $1.24 Million
Q4 2022

Jan 25, 2023

BUY
$32.43 - $38.16 $46,601 - $54,835
1,437 Added 4.93%
30,605 $0
Q3 2022

Oct 06, 2022

BUY
$32.24 - $39.24 $12,670 - $15,421
393 Added 1.37%
29,168 $992,000
Q2 2022

Aug 02, 2022

BUY
$32.87 - $39.92 $945,834 - $1.15 Million
28,775 New
28,775 $1.07 Million

Others Institutions Holding IFRA

About ISHARES TR


  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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.