Uma Financial Services, Inc. Ishares Dj Us Tech ETF Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 47,775 shares of IYW stock, worth $7.9 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

47,775

Previous 49,984 4.42%

Holding current value

$7.9 Million

Previous $7.52 Million 3.71%

% of portfolio

1.32%

Previous 1.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$133.16 - $158.73 $294,150 - $350,634	-2,209 Reduced 4.42%	47,775 $7.24 Million
Q2 2024 Jul 17, 2024	BUY	$124.75 - $153.46 $73,353 - $90,234	588 Added 1.19%	49,984 $7.52 Million
Q1 2024 Apr 17, 2024	BUY	$117.5 - $136.59 $722,860 - $840,301	6,152 Added 14.23%	49,396 $6.67 Million
Q4 2023 Jan 23, 2024	BUY	$101.31 - $123.31 $1.48 Million - $1.8 Million	14,627 Added 51.11%	43,244 $5.31 Million
Q3 2023 Oct 10, 2023	SELL	$103.39 - $113.67 $3.36 Million - $3.7 Million	-32,531 Reduced 53.2%	28,617 $3 Million
Q2 2023 Jul 05, 2023	BUY	$88.68 - $109.37 $47,000 - $57,966	530 Added 0.87%	61,148 $6.66 Million
Q1 2023 Apr 20, 2023	BUY	$72.54 - $92.81 $982,409 - $1.26 Million	13,543 Added 28.77%	60,618 $5.63 Million
Q4 2022 Jan 25, 2023	BUY	$71.52 - $81.72 $3.37 Million - $3.85 Million	47,075 New	47,075 $0
Q2 2022 Aug 02, 2022	SELL	$77.53 - $105.04 $1.83 Million - $2.48 Million	-23,633 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$90.78 - $115.41 $625,928 - $795,751	-6,895 Reduced 22.59%	23,633 $2.24 Million
Q4 2021 Jan 11, 2022	SELL	$100.11 - $117.09 $1.19 Million - $1.39 Million	-11,901 Reduced 28.05%	30,528 $3.31 Million
Q3 2021 Oct 19, 2021	BUY	$98.99 - $108.87 $4.2 Million - $4.62 Million	42,429 New	42,429 $4.49 Million

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

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About ISHARES DJ US TECH ETF

Ticker IYW
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Uma Financial Services, Inc. Ishares Dj Us Tech ETF Transaction History