Uma Financial Services, Inc. Ishares Tr Dow Jones Us Medica Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,900 shares of IHI stock, worth $469,418. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,900

Previous 7,889 0.14%

Holding current value

$469,418

Previous $467,000 1.5%

% of portfolio

0.08%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$57.38 - $61.11 $631 - $672	11 Added 0.14%	7,900 $460,000
Q3 2024 Oct 16, 2024	SELL	$54.38 - $59.77 $8,102 - $8,905	-149 Reduced 1.85%	7,889 $467,000
Q2 2024 Jul 17, 2024	BUY	$54.36 - $57.86 $15,710 - $16,721	289 Added 3.73%	8,038 $450,000
Q1 2024 Apr 17, 2024	BUY	$52.72 - $58.68 $16,132 - $17,956	306 Added 4.11%	7,749 $454,000
Q4 2023 Jan 23, 2024	SELL	$44.46 - $54.12 $65,089 - $79,231	-1,464 Reduced 16.44%	7,443 $401,000
Q3 2023 Oct 10, 2023	BUY	$48.19 - $57.76 $15,228 - $18,252	316 Added 3.68%	8,907 $431,000
Q2 2023 Jul 05, 2023	BUY	$52.68 - $57.17 $7,954 - $8,632	151 Added 1.79%	8,591 $485,000
Q1 2023 Apr 20, 2023	BUY	$50.46 - $56.06 $3,683 - $4,092	73 Added 0.87%	8,440 $455,000
Q4 2022 Jan 25, 2023	SELL	$47.29 - $54.28 $28,374 - $32,568	-600 Reduced 6.69%	8,367 $0
Q3 2022 Oct 06, 2022	SELL	$47.07 - $55.56 $36,997 - $43,670	-786 Reduced 8.06%	8,967 $451,000
Q2 2022 Aug 02, 2022	BUY	$47.65 - $62.2 $33,879 - $44,224	711 Added 7.86%	9,753 $524,000
Q1 2022 May 05, 2022	BUY	$55.84 - $65.41 $44,336 - $51,935	794 Added 9.63%	9,042 $509,000
Q4 2021 Jan 11, 2022	BUY	$61.58 - $66.32 $90,584 - $97,556	1,471 Added 21.71%	8,248 $513,000
Q3 2021 Oct 19, 2021	SELL	$60.41 - $67.15 $88,319 - $98,173	-1,462 Reduced 17.74%	6,777 $427,000
Q2 2021 Jul 23, 2021	BUY	$55.06 - $60.62 $138,090 - $152,034	2,508 Added 43.76%	8,239 $509,000
Q1 2021 Apr 06, 2021	BUY	$52.97 - $58.45 $25,107 - $27,705	474 Added 9.02%	5,731 $1.92 Million
Q4 2020 Feb 19, 2021	SELL	$49.24 - $54.55 $60,860 - $67,423	-1,236 Reduced 19.04%	5,257 $1.8 Million
Q3 2020 Nov 04, 2020	BUY	$44.27 - $51.59 $11,554 - $13,464	261 Added 4.19%	6,493 $1.95 Million
Q2 2020 Aug 11, 2020	BUY	$35.5 - $45.33 $33,796 - $43,154	952 Added 18.03%	6,232 $1.81 Million
Q1 2020 Apr 23, 2020	BUY	$30.83 - $46.19 $162,782 - $243,883	5,280 New	5,280 $1.34 Million

Others Institutions Holding IHI

# of Institutions

638

Shares Held

30.7M

Call Options Held

365K

Put Options Held

783K

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About ISHARES TR DOW JONES US MEDICA

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Uma Financial Services, Inc. Ishares Tr Dow Jones Us Medica Transaction History