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

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

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 45 shares of IWD stock, worth $8,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Holding current value
$8,751
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,868
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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