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 45,708 shares of LRGF stock, worth $3.14 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

45,708

Previous 39,249 16.46%

Holding current value

$3.14 Million

Previous $2.52 Million 25.43%

% of portfolio

0.49%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$64.13 - $69.24 $414,215 - $447,221	6,459 Added 16.46%	45,708 $3.16 Million
Q2 2025 Jul 11, 2025	BUY	$51.37 - $64.13 $47,517 - $59,320	925 Added 2.41%	39,249 $2.52 Million
Q1 2025 Apr 28, 2025	SELL	$56.95 - $63.95 $106,097 - $119,138	-1,863 Reduced 4.64%	38,324 $2.22 Million
Q4 2024 Feb 12, 2025	BUY	$58.25 - $63.26 $67,104 - $72,875	1,152 Added 2.95%	40,187 $2.43 Million
Q3 2024 Oct 16, 2024	BUY	$52.89 - $58.77 $5,553 - $6,170	105 Added 0.27%	39,035 $2.29 Million

Q2 2024 Jul 17, 2024	BUY	$50.75 - $56.08 $104,139 - $115,076	2,052 Added 5.56%	38,930 $2.17 Million
Q1 2024 Apr 17, 2024	BUY	$47.39 - $53.82 $49,048 - $55,703	1,035 Added 2.89%	36,878 $1.98 Million
Q4 2023 Jan 23, 2024	BUY	$41.5 - $48.47 $1.49 Million - $1.74 Million	35,843 New	35,843 $1.73 Million

Others Institutions Holding LRGF

# of Institutions

239

Shares Held

39.2M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Uma Financial Services, Inc. Ishares Tr Transaction History