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 1,351 shares of IYR stock, worth $128,182. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,351
Previous 1,350 0.07%
Holding current value
$128,182
Previous $127,000 3.15%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$94.16 - $98.46 $94 - $98
1 Added 0.07%
1,351 $131,000
Q2 2025

Jul 11, 2025
BUY
$84.48 - $96.25 $84 - $96
1 Added 0.07%
1,350 $127,000
Q1 2025

Apr 28, 2025
BUY
$89.49 - $98.98 $89 - $98
1 Added 0.07%
1,349 $129,000
Q4 2024

Feb 12, 2025
BUY
$90.74 - $102.87 $122,317 - $138,668
1,348 New
1,348 $125,000
Q3 2023

Oct 10, 2023
SELL
$77.12 - $89.86 $848 - $988
-11 Reduced 0.41%
2,670 $208,000
Q2 2023

Jul 05, 2023
BUY
$80.51 - $86.54 $644 - $692
8 Added 0.3%
2,681 $232,000
Q1 2023

Apr 20, 2023
BUY
$78.73 - $95.24 $472 - $571
6 Added 0.22%
2,673 $226,000
Q4 2022

Jan 25, 2023
SELL
$76.97 - $89.17 $8,774 - $10,165
-114 Reduced 4.1%
2,667 $0
Q3 2022

Oct 06, 2022
BUY
$80.64 - $103.19 $967 - $1,238
12 Added 0.43%
2,781 $230,000
Q2 2022

Aug 02, 2022
BUY
$86.95 - $112.38 $347 - $449
4 Added 0.14%
2,769 $275,000
Q1 2022

May 05, 2022
SELL
$99.21 - $115.26 $1,884 - $2,189
-19 Reduced 0.68%
2,765 $287,000
Q4 2021

Jan 11, 2022
BUY
$103.03 - $116.14 $1,133 - $1,277
11 Added 0.4%
2,784 $309,000
Q3 2021

Oct 19, 2021
BUY
$102.34 - $111.27 $307 - $333
3 Added 0.11%
2,773 $297,000
Q2 2021

Jul 23, 2021
BUY
$93.58 - $104.97 $467 - $524
5 Added 0.18%
2,770 $292,000
Q1 2021

Apr 06, 2021
BUY
$82.27 - $92.74 $411 - $463
5 Added 0.18%
2,765 $260,000
Q4 2020

Feb 19, 2021
SELL
$76.87 - $86.71 $14,835 - $16,735
-193 Reduced 6.54%
2,760 $244,000
Q3 2020

Nov 04, 2020
BUY
$76.71 - $84.15 $843 - $925
11 Added 0.37%
2,953 $235,000
Q2 2020

Aug 11, 2020
SELL
$64.24 - $86.82 $128 - $173
-2 Reduced 0.07%
2,942 $244,000
Q1 2020

Apr 23, 2020
SELL
$57.84 - $100.28 $18,913 - $32,791
-327 Reduced 10.0%
2,944 $215,000
Q4 2019

Jan 14, 2020
BUY
$89.52 - $95.36 $8,772 - $9,345
98 Added 3.09%
3,271 $307,000
Q3 2019

Nov 26, 2019
BUY
$91.54 - $93.76 $290,456 - $297,500
3,173 New
3,173 $292,000

Others Institutions Holding IYR

# of Institutions
577
Shares Held
50.1M
Call Options Held
8.15M
Put Options Held
4.4M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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