Uma Financial Services, Inc. Ishares S&P 500 Value ETF Transaction History
Uma Financial Services, Inc.
- $487 Million
- Q1 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 48,819 shares of IVE stock, worth $8.87 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
48,819
Previous 1,363
3481.73%
Holding current value
$8.87 Million
Previous $237,000
3747.68%
% of portfolio
1.87%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,423Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio