Uma Financial Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Uma Financial Services, Inc.

$514 Million
Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 154,757 shares of IJH stock, worth $9.32 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

154,757

Previous 149,060 3.82%

Holding current value

$9.32 Million

Previous $9.05 Million 0.03%

% of portfolio

1.76%

Previous 1.86%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$56.43 - $60.79 $321,481 - $346,320	5,697 Added 3.82%	154,757 $9.06 Million
Q1 2024 Apr 17, 2024	BUY	$56.98 - $284.98 $6.83 Million - $34.1 Million	119,813 Added 409.66%	149,060 $9.05 Million
Q4 2023 Jan 23, 2024	SELL	$232.04 - $279.85 $1.44 Million - $1.74 Million	-6,212 Reduced 17.52%	29,247 $8.11 Million
Q3 2023 Oct 10, 2023	BUY	$246.15 - $272.4 $1.68 Million - $1.86 Million	6,815 Added 23.79%	35,459 $8.84 Million
Q2 2023 Jul 05, 2023	BUY	$240.22 - $261.48 $28,345 - $30,854	118 Added 0.41%	28,644 $7.49 Million

Q1 2023 Apr 20, 2023	BUY	$237.25 - $271.72 $2,847 - $3,260	12 Added 0.04%	28,526 $7.14 Million
Q4 2022 Jan 25, 2023	SELL	$236.61 - $257.0 $38,567 - $41,891	-163 Reduced 0.57%	28,514 $0
Q3 2022 Oct 06, 2022	BUY	$224.13 - $263.28 $166,976 - $196,143	745 Added 2.67%	28,677 $6.7 Million
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $114,792 - $141,521	524 Added 1.91%	27,932 $7.01 Million
Q1 2022 May 05, 2022	BUY	$251.21 - $285.37 $1.69 Million - $1.92 Million	6,741 Added 32.62%	27,408 $7.13 Million
Q4 2021 Jan 11, 2022	BUY	$265.81 - $290.54 $431,675 - $471,836	1,624 Added 8.53%	20,667 $5.75 Million
Q3 2021 Oct 19, 2021	BUY	$256.44 - $277.04 $230,026 - $248,504	897 Added 4.94%	19,043 $5.22 Million
Q2 2021 Jul 23, 2021	BUY	$260.21 - $276.38 $90,032 - $95,627	346 Added 1.94%	18,146 $4.8 Million
Q1 2021 Apr 06, 2021	BUY	$226.3 - $267.93 $77,847 - $92,167	344 Added 1.97%	17,800 $4.73 Million
Q4 2020 Feb 19, 2021	BUY	$187.77 - $230.69 $167,678 - $206,006	893 Added 5.39%	17,456 $4.35 Million
Q3 2020 Nov 04, 2020	BUY	$174.43 - $196.49 $244,899 - $275,871	1,404 Added 9.26%	16,563 $3.2 Million
Q2 2020 Aug 11, 2020	BUY	$133.18 - $194.42 $844,228 - $1.23 Million	6,339 Added 71.87%	15,159 $2.95 Million
Q1 2020 Apr 23, 2020	SELL	$121.75 - $210.58 $678,025 - $1.17 Million	-5,569 Reduced 38.7%	8,820 $1.33 Million
Q4 2019 Jan 14, 2020	BUY	$185.78 - $206.16 $149,552 - $165,958	805 Added 5.93%	14,389 $2.97 Million
Q3 2019 Nov 26, 2019	BUY	$183.17 - $198.52 $2.49 Million - $2.7 Million	13,584 New	13,584 $2.73 Million

Others Institutions Holding IJH

# of Institutions

2,339

Shares Held

991M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Uma Financial Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History