A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 527 shares of IYG stock, worth $44,405. This represents 0.01% of its overall portfolio holdings.

Number of Shares
527
Holding current value
$44,405
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$70.24 - $82.34 $37,016 - $43,393
527 New
527 $41,000
Q3 2020

Nov 04, 2020

SELL
$38.91 - $43.53 $365,287 - $408,659
-9,388 Closed
0 $0
Q2 2020

Aug 11, 2020

BUY
$32.09 - $45.18 $301,260 - $424,149
9,388 New
9,388 $1.18 Million

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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