Uma Financial Services, Inc. Ishares Morningstar Small Cap Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,063 shares of ISCG stock, worth $58,496. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,063
Previous 1,063
-0.0%
Holding current value
$58,496
Previous $47,000
10.64%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
164Shares Held
8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$58.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO491KShares$27 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC435KShares$23.9 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.378KShares$20.8 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio