Uma Financial Services, Inc. Ishares Russell 1000 Val ETF Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 46 shares of IWD stock, worth $9,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46
Previous 46 -0.0%
Holding current value
$9,420
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 11, 2025
BUY
$166.82 - $194.23 $166 - $194
1 Added 2.22%
46 $8,000
Q4 2024

Feb 12, 2025
BUY
$183.23 - $199.79 $8,245 - $8,990
45 New
45 $8,000
Q1 2021

Apr 06, 2021
SELL
$134.89 - $153.0 $276,929 - $314,109
-2,053 Closed
0 $0
Q4 2020

Feb 19, 2021
BUY
$115.84 - $136.73 $237,819 - $280,706
2,053 New
2,053 $296,000

Others Institutions Holding IWD

# of Institutions
1,996
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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