Uma Financial Services, Inc. Ishares Tr Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 294 shares of IYE stock, worth $13,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares

294

Holding current value

$13,947

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$43.93 - $51.37 $12,915 - $15,102	294 New	294 $13,000

Others Institutions Holding IYE

# of Institutions

334

Shares Held

15.2M

Call Options Held

9.8K

Put Options Held

1.6K

Morgan Stanley New York, NY

2.11M
Shares

$100 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69 Million
1.3% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$58.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$49.8 Million
0.01% of portfolio
Ubs Group Ag

916K
Shares

$43.4 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
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Uma Financial Services, Inc. Ishares Tr Transaction History