Uma Financial Services, Inc. Ishares Tr Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 463 shares of ITB stock, worth $46,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares

463

Holding current value

$46,763

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$103.31 - $129.34 $47,832 - $59,884	463 New	463 $47,000

Others Institutions Holding ITB

# of Institutions

421

Shares Held

21.4M

Call Options Held

2.11M

Put Options Held

6.77M

Bank Of America Corp Charlotte, NC

6.72M
Shares

$678 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

1.55M
Shares

$157 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.52M
Shares

$153 Million
0.01% of portfolio
Ubs Group Ag

1.19M
Shares

$120 Million
0.02% of portfolio
Citigroup Inc

985K
Shares

$99.4 Million
0.06% of portfolio

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About ISHARES TR

Ticker ITB
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Uma Financial Services, Inc. Ishares Tr Transaction History