Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,470 shares of IBTM stock, worth $99,055. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,470

Holding current value

$99,055

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$22.12 - $23.49 $98,876 - $105,000	4,470 New	4,470 $99,000

Others Institutions Holding IBTM

# of Institutions

Shares Held

8.98M

Call Options Held

Put Options Held

Krilogy Financial LLC

1.62M
Shares

$35.9 Million
2.63% of portfolio
Ubs Group Ag

1.59M
Shares

$35.3 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

835K
Shares

$18.5 Million
0.12% of portfolio
Stratos Wealth Partners, Ltd.

647K
Shares

$14.3 Million
0.21% of portfolio
Confluence Investment Management LLC

426K
Shares

$9.44 Million
0.14% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

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Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History