Uma Financial Services, Inc. Ishares Global Information Tec Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Global Information Tec stock. As of the latest transaction made, Uma Financial Services, Inc. holds 5,800 shares of IXN stock, worth $613,234. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,800

Previous 5,531 4.86%

Holding current value

$613,234

Previous $510,000 17.25%

% of portfolio

0.09%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$91.28 - $103.32 $24,554 - $27,793	269 Added 4.86%	5,800 $598,000
Q2 2025 Jul 11, 2025	SELL	$65.81 - $92.34 $55,017 - $77,196	-836 Reduced 13.13%	5,531 $510,000
Q1 2025 Apr 28, 2025	BUY	$75.73 - $88.4 $1,438 - $1,679	19 Added 0.3%	6,367 $482,000
Q4 2024 Feb 12, 2025	BUY	$80.67 - $87.84 $161 - $175	2 Added 0.03%	6,348 $537,000
Q3 2024 Oct 16, 2024	SELL	$73.0 - $87.81 $8,395 - $10,098	-115 Reduced 1.78%	6,346 $523,000

Q2 2024 Jul 17, 2024	SELL	$68.72 - $84.8 $13,950 - $17,214	-203 Reduced 3.05%	6,461 $535,000
Q1 2024 Apr 17, 2024	BUY	$65.15 - $75.6 $3,518 - $4,082	54 Added 0.82%	6,664 $498,000
Q4 2023 Jan 23, 2024	SELL	$56.54 - $68.43 $5,597 - $6,774	-99 Reduced 1.48%	6,610 $450,000
Q3 2023 Oct 10, 2023	BUY	$57.09 - $64.44 $1,998 - $2,255	35 Added 0.52%	6,709 $388,000
Q2 2023 Jul 05, 2023	SELL	$51.78 - $62.58 $14,032 - $16,959	-271 Reduced 3.9%	6,674 $415,000
Q1 2023 Apr 20, 2023	SELL	$43.97 - $54.36 $879 - $1,087	-20 Reduced 0.29%	6,945 $377,000
Q4 2022 Jan 25, 2023	BUY	$41.56 - $49.22 $5,444 - $6,447	131 Added 1.92%	6,965 $0
Q3 2022 Oct 06, 2022	SELL	$42.18 - $53.88 $6,073 - $7,758	-144 Reduced 2.06%	6,834 $309,000
Q2 2022 Aug 02, 2022	BUY	$44.6 - $58.78 $12,621 - $16,634	283 Added 4.23%	6,978 $359,000
Q1 2022 May 05, 2022	BUY	$51.69 - $65.08 $37,268 - $46,922	721 Added 12.07%	6,695 $361,000
Q4 2021 Jan 11, 2022	BUY	$55.78 - $65.48 $29,507 - $34,638	529 Added 9.72%	5,974 $367,000
Q3 2021 Oct 19, 2021	BUY	$56.11 - $60.64 $3,254 - $3,517	58 Added 1.08%	5,445 $320,000
Q2 2021 Jul 23, 2021	BUY	$50.33 - $56.35 $229,202 - $256,617	4,554 Added 546.7%	5,387 $312,000
Q1 2021 Apr 06, 2021	BUY	$48.57 - $53.88 $3,351 - $3,717	69 Added 9.03%	833 $267,000
Q4 2020 Feb 19, 2021	SELL	$41.76 - $50.01 $321,802 - $385,377	-7,706 Reduced 90.98%	764 $243,000
Q3 2020 Nov 04, 2020	BUY	$39.38 - $47.07 $10,790 - $12,897	274 Added 3.34%	8,470 $2.13 Million
Q2 2020 Aug 11, 2020	BUY	$28.79 - $39.26 $197,240 - $268,970	6,851 Added 509.37%	8,196 $2.1 Million
Q1 2020 Apr 23, 2020	SELL	$26.71 - $38.65 $4,113 - $5,952	-154 Reduced 10.27%	1,345 $267,000
Q3 2019 Nov 26, 2019	BUY	$28.78 - $31.43 $43,141 - $47,113	1,499 New	1,499 $302,000

Others Institutions Holding IXN

# of Institutions

517

Shares Held

27.5M

Call Options Held

4.6K

Put Options Held

View Full List

About ISHARES GLOBAL INFORMATION TEC

Ticker IXN
Sector ETFs
Industry ETFs

More about IXN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Account

Uma Financial Services, Inc. Ishares Global Information Tec Transaction History