Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2030 Ter Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,935 shares of IBTK stock, worth $157,747. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,935
Previous 5,210
52.3%
Holding current value
$157,747
Previous $99,000
57.58%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
125Shares Held
15.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$49.8 Million0.01% of portfolio
-
Atwood & Palmer Inc1.13MShares$22.4 Million1.57% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.8 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio
-
Envestnet Asset Management Inc627KShares$12.5 Million0.0% of portfolio