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

Uma Financial Services, Inc.

$573 Million
Q4 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 214,120 shares of IVW stock, worth $22.8 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

214,120

Previous 219,582 2.49%

Holding current value

$22.8 Million

Previous $21 Million 3.4%

% of portfolio

3.79%

Previous 3.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$94.43 - $105.47 $515,776 - $576,077	-5,462 Reduced 2.49%	214,120 $21.7 Million
Q3 2024 Oct 16, 2024	SELL	$84.77 - $97.13 $479,374 - $549,270	-5,655 Reduced 2.51%	219,582 $21 Million
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

1,979

Shares Held

428M

Call Options Held

352K

Put Options Held

116K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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