Uma Financial Services, Inc. Ishares U.S. Consumer Staples Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Uma Financial Services, Inc. holds 483 shares of IYK stock, worth $33,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares

483

Holding current value

$33,776

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$65.32 - $70.92 $31,549 - $34,254	483 New	483 $31,000

Others Institutions Holding IYK

# of Institutions

260

Shares Held

9.8M

Call Options Held

Put Options Held

Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$103 Million
1.9% of portfolio
Ameriprise Financial Inc Minneapolis, MN

738K
Shares

$51.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

716K
Shares

$50.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

686K
Shares

$47.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

574K
Shares

$40.1 Million
0.0% of portfolio

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

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Uma Financial Services, Inc. Ishares U.S. Consumer Staples Transaction History