Uma Financial Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Uma Financial Services, Inc. holds 33,036 shares of ESGU stock, worth $4.22 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

33,036

Previous 33,768 2.17%

Holding current value

$4.22 Million

Previous $4.26 Million 0.12%

% of portfolio

0.74%

Previous 0.78%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$124.61 - $133.96 $91,214 - $98,058	-732 Reduced 2.17%	33,036 $4.26 Million
Q3 2024 Oct 16, 2024	BUY	$113.45 - $126.18 $21,895 - $24,352	193 Added 0.57%	33,768 $4.26 Million
Q2 2024 Jul 17, 2024	SELL	$108.69 - $119.84 $25,650 - $28,282	-236 Reduced 0.7%	33,575 $4.01 Million
Q1 2024 Apr 17, 2024	SELL	$102.91 - $114.96 $4.68 Million - $5.23 Million	-45,509 Reduced 57.37%	33,811 $3.89 Million
Q4 2023 Jan 23, 2024	BUY	$89.99 - $105.25 $317,844 - $371,743	3,532 Added 4.66%	79,320 $8.32 Million
Q3 2023 Oct 10, 2023	SELL	$93.48 - $100.86 $2.71 Million - $2.92 Million	-28,944 Reduced 27.64%	75,788 $7.12 Million
Q2 2023 Jul 05, 2023	BUY	$88.97 - $97.46 $120,554 - $132,058	1,355 Added 1.31%	104,732 $10.2 Million
Q1 2023 Apr 20, 2023	SELL	$84.05 - $92.64 $11 Million - $12.1 Million	-130,960 Reduced 55.89%	103,377 $9.35 Million
Q4 2022 Jan 25, 2023	SELL	$79.22 - $90.53 $3.05 Million - $3.49 Million	-38,559 Reduced 14.13%	234,337 $0
Q3 2022 Oct 06, 2022	BUY	$79.41 - $95.97 $549,199 - $663,728	6,916 Added 2.6%	272,896 $22.9 Million
Q2 2022 Aug 02, 2022	SELL	$81.27 - $102.58 $1.82 Million - $2.3 Million	-22,376 Reduced 7.76%	265,980 $24.4 Million
Q1 2022 May 05, 2022	BUY	$93.13 - $108.44 $4.33 Million - $5.04 Million	46,482 Added 19.22%	288,356 $27.6 Million
Q4 2021 Jan 11, 2022	BUY	$98.21 - $108.46 $2.18 Million - $2.41 Million	22,225 Added 10.12%	241,874 $25.5 Million
Q3 2021 Oct 19, 2021	BUY	$97.63 - $104.12 $1.28 Million - $1.36 Million	13,094 Added 6.34%	219,649 $22.5 Million
Q2 2021 Jul 23, 2021	BUY	$91.95 - $98.47 $2.53 Million - $2.7 Million	27,462 Added 15.33%	206,555 $20.7 Million
Q1 2021 Apr 06, 2021	BUY	$84.89 - $91.26 $838,967 - $901,922	9,883 Added 5.84%	179,093 $16.7 Million
Q4 2020 Feb 19, 2021	BUY	$74.43 - $86.03 $2.7 Million - $3.12 Million	36,263 Added 27.28%	169,210 $15.3 Million
Q3 2020 Nov 04, 2020	BUY	$70.41 - $81.56 $1.96 Million - $2.27 Million	27,872 Added 26.53%	132,947 $10 Million
Q2 2020 Aug 11, 2020	SELL	$55.08 - $72.67 $509,655 - $672,415	-9,253 Reduced 8.09%	105,075 $7.99 Million
Q1 2020 Apr 23, 2020	BUY	$49.98 - $75.58 $5.71 Million - $8.64 Million	114,328 New	114,328 $7.15 Million

Others Institutions Holding ESGU

# of Institutions

857

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Uma Financial Services, Inc. Ishares Trust Ishares Esg Awar Transaction History