Uma Financial Services, Inc. Ishares Tr Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$77.12 - $89.86 $848 - $988	-11 Reduced 0.41%	2,670 $208,000
Q2 2023 Jul 05, 2023	BUY	$80.51 - $86.54 $644 - $692	8 Added 0.3%	2,681 $232,000
Q1 2023 Apr 20, 2023	BUY	$78.73 - $95.24 $472 - $571	6 Added 0.22%	2,673 $226,000
Q4 2022 Jan 25, 2023	SELL	$76.97 - $89.17 $8,774 - $10,165	-114 Reduced 4.1%	2,667 $0
Q3 2022 Oct 06, 2022	BUY	$80.64 - $103.19 $967 - $1,238	12 Added 0.43%	2,781 $230,000
Q2 2022 Aug 02, 2022	BUY	$86.95 - $112.38 $347 - $449	4 Added 0.14%	2,769 $275,000
Q1 2022 May 05, 2022	SELL	$99.21 - $115.26 $1,884 - $2,189	-19 Reduced 0.68%	2,765 $287,000
Q4 2021 Jan 11, 2022	BUY	$103.03 - $116.14 $1,133 - $1,277	11 Added 0.4%	2,784 $309,000
Q3 2021 Oct 19, 2021	BUY	$102.34 - $111.27 $307 - $333	3 Added 0.11%	2,773 $297,000
Q2 2021 Jul 23, 2021	BUY	$93.58 - $104.97 $467 - $524	5 Added 0.18%	2,770 $292,000
Q1 2021 Apr 06, 2021	BUY	$82.27 - $92.74 $411 - $463	5 Added 0.18%	2,765 $260,000
Q4 2020 Feb 19, 2021	SELL	$76.87 - $86.71 $14,835 - $16,735	-193 Reduced 6.54%	2,760 $244,000
Q3 2020 Nov 04, 2020	BUY	$76.71 - $84.15 $843 - $925	11 Added 0.37%	2,953 $235,000
Q2 2020 Aug 11, 2020	SELL	$64.24 - $86.82 $128 - $173	-2 Reduced 0.07%	2,942 $244,000
Q1 2020 Apr 23, 2020	SELL	$57.84 - $100.28 $18,913 - $32,791	-327 Reduced 10.0%	2,944 $215,000
Q4 2019 Jan 14, 2020	BUY	$89.52 - $95.36 $8,772 - $9,345	98 Added 3.09%	3,271 $307,000
Q3 2019 Nov 26, 2019	BUY	$91.54 - $93.76 $290,456 - $297,500	3,173 New	3,173 $292,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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