A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 469 shares of ITB stock, worth $48,203. This represents 0.01% of its overall portfolio holdings.

Number of Shares
469
Previous 466 0.64%
Holding current value
$48,203
Previous $44,000 2.27%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

BUY
$85.52 - $96.61 $256 - $289
3 Added 0.64%
469 $43,000
Q1 2025

Apr 28, 2025

BUY
$93.86 - $111.45 $281 - $334
3 Added 0.65%
466 $44,000
Q4 2024

Feb 12, 2025

BUY
$103.31 - $129.34 $47,832 - $59,884
463 New
463 $47,000

Others Institutions Holding ITB

About ISHARES TR


  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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