Uma Financial Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Uma Financial Services, Inc. holds 41,795 shares of IGSB stock, worth $2.16 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

41,795

Previous 39,693 5.3%

Holding current value

$2.16 Million

Previous $2.09 Million 3.35%

% of portfolio

0.38%

Previous 0.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$51.54 - $52.55 $108,337 - $110,460	2,102 Added 5.3%	41,795 $2.16 Million
Q3 2024 Oct 16, 2024	BUY	$51.02 - $52.74 $34,336 - $35,494	673 Added 1.72%	39,693 $2.09 Million
Q2 2024 Jul 17, 2024	BUY	$50.64 - $51.3 $79,403 - $80,438	1,568 Added 4.19%	39,020 $2 Million
Q1 2024 Apr 17, 2024	BUY	$50.95 - $51.48 $105,721 - $106,821	2,075 Added 5.87%	37,452 $1.92 Million
Q4 2023 Jan 23, 2024	BUY	$49.4 - $51.28 $30,232 - $31,383	612 Added 1.76%	35,377 $1.81 Million
Q3 2023 Oct 10, 2023	BUY	$49.74 - $50.37 $70,630 - $71,525	1,420 Added 4.26%	34,765 $1.73 Million
Q2 2023 Jul 05, 2023	BUY	$50.02 - $50.76 $6,602 - $6,700	132 Added 0.4%	33,345 $1.67 Million
Q1 2023 Apr 20, 2023	SELL	$49.56 - $50.75 $19,824 - $20,300	-400 Reduced 1.19%	33,213 $1.68 Million
Q4 2022 Jan 25, 2023	SELL	$48.63 - $50.19 $88,603 - $91,446	-1,822 Reduced 5.14%	33,613 $0
Q3 2022 Oct 06, 2022	BUY	$49.08 - $51.27 $163,829 - $171,139	3,338 Added 10.4%	35,435 $1.75 Million
Q2 2022 Aug 02, 2022	SELL	$49.84 - $51.62 $51,285 - $53,116	-1,029 Reduced 3.11%	32,097 $1.64 Million
Q1 2022 May 05, 2022	BUY	$51.49 - $53.86 $540,953 - $565,853	10,506 Added 46.45%	33,126 $1.69 Million
Q4 2021 Jan 11, 2022	SELL	$53.82 - $54.66 $34,983 - $35,529	-650 Reduced 2.79%	22,620 $1.21 Million
Q3 2021 Oct 19, 2021	BUY	$54.6 - $54.92 $61,807 - $62,169	1,132 Added 5.11%	23,270 $1.27 Million
Q2 2021 Jul 23, 2021	BUY	$54.57 - $54.92 $80,436 - $80,952	1,474 Added 7.13%	22,138 $1.22 Million
Q1 2021 Apr 06, 2021	BUY	$54.5 - $55.17 $5,341 - $5,406	98 Added 0.48%	20,664 $1.13 Million
Q4 2020 Feb 19, 2021	SELL	$54.79 - $55.17 $2.65 Million - $2.66 Million	-48,292 Reduced 70.13%	20,566 $1.13 Million
Q3 2020 Nov 04, 2020	BUY	$54.69 - $55.09 $367,516 - $370,204	6,720 Added 10.81%	68,858 $3.77 Million
Q2 2020 Aug 11, 2020	BUY	$51.96 - $54.73 $623,052 - $656,267	11,991 Added 23.91%	62,138 $3.42 Million
Q1 2020 Apr 23, 2020	BUY	$47.21 - $54.5 $2.12 Million - $2.45 Million	44,963 Added 867.34%	50,147 $2.68 Million
Q4 2019 Jan 14, 2020	BUY	$53.49 - $53.82 $50,334 - $50,644	941 Added 22.18%	5,184 $279,000
Q3 2019 Nov 26, 2019	BUY	$53.16 - $53.82 $225,557 - $228,358	4,243 New	4,243 $228,000

Others Institutions Holding IGSB

# of Institutions

1,022

Shares Held

327M

Call Options Held

Put Options Held

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Uma Financial Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History