A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,630 shares of EUSB stock, worth $199,830. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,630
Holding current value
$199,830
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$42.09 - $44.64 $194,876 - $206,683
4,630 New
4,630 $205,000
Q3 2022

Oct 06, 2022

SELL
$41.53 - $45.11 $6,229 - $6,766
-150 Reduced 1.67%
8,855 $372,000
Q2 2022

Aug 02, 2022

BUY
$42.91 - $46.25 $7,809 - $8,417
182 Added 2.06%
9,005 $406,000
Q1 2022

May 05, 2022

BUY
$45.92 - $49.05 $30,582 - $32,667
666 Added 8.16%
8,823 $394,000
Q4 2021

Jan 11, 2022

BUY
$49.01 - $49.77 $399,774 - $405,973
8,157 New
8,157 $397,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
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