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 1,197 shares of DVY stock, worth $168,346. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,197
Previous 1,197 -0.0%
Holding current value
$168,346
Previous $158,000 7.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 11, 2025
BUY
$118.37 - $134.86 $118 - $134
1 Added 0.08%
1,197 $158,000
Q4 2024

Feb 12, 2025
BUY
$129.55 - $143.41 $154,941 - $171,518
1,196 New
1,196 $157,000

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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