Uma Financial Services, Inc. Ishares Russell 2000 ETF Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 620 shares of IWM stock, worth $147,237. This represents 0.02% of its overall portfolio holdings.

Number of Shares
620
Previous 618 0.32%
Holding current value
$147,237
Previous $133,000 12.78%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$214.92 - $244.84 $429 - $489
2 Added 0.32%
620 $150,000
Q2 2025

Jul 11, 2025
BUY
$174.82 - $215.79 $349 - $431
2 Added 0.32%
618 $133,000
Q1 2025

Apr 28, 2025
BUY
$198.1 - $229.79 $198 - $229
1 Added 0.16%
616 $122,000
Q4 2024

Feb 12, 2025
BUY
$216.13 - $242.4 $132,919 - $149,076
615 New
615 $135,000

Others Institutions Holding IWM

# of Institutions
3,029
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

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