Uma Financial Services, Inc. Ishares Tr Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 529 shares of IYG stock, worth $46,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares
529
Previous 529 -0.0%
Holding current value
$46,435
Previous $45,000 4.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 11, 2025
BUY
$68.9 - $85.6 $68 - $85
1 Added 0.19%
529 $45,000
Q1 2025

Apr 28, 2025
BUY
$74.6 - $84.81 $74 - $84
1 Added 0.19%
528 $41,000
Q4 2024

Feb 12, 2025
BUY
$70.24 - $82.34 $37,016 - $43,393
527 New
527 $41,000
Q3 2020

Nov 04, 2020
SELL
$38.91 - $43.53 $365,287 - $408,659
-9,388 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$32.09 - $45.18 $301,260 - $424,149
9,388 New
9,388 $1.18 Million

Others Institutions Holding IYG

# of Institutions
294
Shares Held
14.3M
Call Options Held
4.9K
Put Options Held
10.2K
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email