Uma Financial Services, Inc. Ishares S&P 500 Growth ETF Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 225,237 shares of IVW stock, worth $21.5 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
225,237
Previous 135,352 66.41%
Holding current value
$21.5 Million
Previous $11.4 Million 82.37%
% of portfolio
4.06%
Previous 2.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$79.31 - $93.31 $7.13 Million - $8.39 Million
89,885 Added 66.41%
225,237 $20.8 Million
Q1 2024

Apr 17, 2024
BUY
$72.87 - $85.14 $6.4 Million - $7.48 Million
87,828 Added 184.81%
135,352 $11.4 Million
Q4 2023

Jan 23, 2024
BUY
$65.78 - $75.4 $261,804 - $300,092
3,980 Added 9.14%
47,524 $3.57 Million
Q3 2023

Oct 10, 2023
BUY
$68.05 - $72.66 $2.96 Million - $3.16 Million
43,544 New
43,544 $2.98 Million

Others Institutions Holding IVW

# of Institutions
1,758
Shares Held
430M
Call Options Held
281K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

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