Uma Financial Services, Inc. Ishares S&P 500 Growth ETF Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 189,768 shares of IVW stock, worth $23 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

189,768

Previous 191,498 0.9%

Holding current value

$23 Million

Previous $21.1 Million 8.66%

% of portfolio

3.53%

Previous 3.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$108.97 - $121.65 $188,518 - $210,454	-1,730 Reduced 0.9%	189,768 $22.9 Million
Q2 2025 Jul 11, 2025	SELL	$82.96 - $110.1 $2.82 Million - $3.75 Million	-34,025 Reduced 15.09%	191,498 $21.1 Million
Q1 2025 Apr 28, 2025	BUY	$92.45 - $106.69 $1.05 Million - $1.22 Million	11,403 Added 5.33%	225,523 $20.9 Million
Q4 2024 Feb 12, 2025	SELL	$94.43 - $105.47 $515,776 - $576,077	-5,462 Reduced 2.49%	214,120 $21.7 Million
Q3 2024 Oct 16, 2024	SELL	$84.77 - $97.13 $479,374 - $549,270	-5,655 Reduced 2.51%	219,582 $21 Million

Q2 2024 Jul 17, 2024	BUY	$79.31 - $93.31 $7.13 Million - $8.39 Million	89,885 Added 66.41%	225,237 $20.8 Million
Q1 2024 Apr 17, 2024	BUY	$72.87 - $85.14 $6.4 Million - $7.48 Million	87,828 Added 184.81%	135,352 $11.4 Million
Q4 2023 Jan 23, 2024	BUY	$65.78 - $75.4 $261,804 - $300,092	3,980 Added 9.14%	47,524 $3.57 Million
Q3 2023 Oct 10, 2023	BUY	$68.05 - $72.66 $2.96 Million - $3.16 Million	43,544 New	43,544 $2.98 Million

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Uma Financial Services, Inc. Ishares S&P 500 Growth ETF Transaction History