Uma Financial Services, Inc. Ishares Morningstar Small Cap Transaction History

Uma Financial Services, Inc.

  • $562 Million
  • Q1 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 $47,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,063
Previous 985 7.92%
Holding current value
$47,420
Previous $48,000 2.08%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$44.44 - $52.05 $3,466 - $4,059
78 Added 7.92%
1,063 $47,000
Q4 2024

Feb 12, 2025
BUY
$48.22 - $54.03 $47,496 - $53,219
985 New
985 $48,000

Others Institutions Holding ISCG

# of Institutions
145
Shares Held
7.54M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
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