Uma Financial Services, Inc. Ishares S&P 500 Growth ETF Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
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 191,498 shares of IVW stock, worth $22 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
191,498
Previous 225,523
15.09%
Holding current value
$22 Million
Previous $20.9 Million
0.71%
% of portfolio
3.51%
Previous 3.72%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,069Shares Held
419MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.17 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio