Uma Financial Services, Inc. Ishares Dj Us Tech ETF Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 49,984 shares of IYW stock, worth $7.4 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
49,984
Previous 49,396 1.19%
Holding current value
$7.4 Million
Previous $6.67 Million 12.76%
% of portfolio
1.46%
Previous 1.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$124.75 - $153.46 $73,353 - $90,234
588 Added 1.19%
49,984 $7.52 Million
Q1 2024

Apr 17, 2024
BUY
$117.5 - $136.59 $722,860 - $840,301
6,152 Added 14.23%
49,396 $6.67 Million
Q4 2023

Jan 23, 2024
BUY
$101.31 - $123.31 $1.48 Million - $1.8 Million
14,627 Added 51.11%
43,244 $5.31 Million
Q3 2023

Oct 10, 2023
SELL
$103.39 - $113.67 $3.36 Million - $3.7 Million
-32,531 Reduced 53.2%
28,617 $3 Million
Q2 2023

Jul 05, 2023
BUY
$88.68 - $109.37 $47,000 - $57,966
530 Added 0.87%
61,148 $6.66 Million
Q1 2023

Apr 20, 2023
BUY
$72.54 - $92.81 $982,409 - $1.26 Million
13,543 Added 28.77%
60,618 $5.63 Million
Q4 2022

Jan 25, 2023
BUY
$71.71 - $81.72 $3.38 Million - $3.85 Million
47,075 New
47,075 $0
Q2 2022

Aug 02, 2022
SELL
$77.53 - $105.04 $1.83 Million - $2.48 Million
-23,633 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$90.78 - $115.41 $625,928 - $795,751
-6,895 Reduced 22.59%
23,633 $2.24 Million
Q4 2021

Jan 11, 2022
SELL
$100.11 - $117.09 $1.19 Million - $1.39 Million
-11,901 Reduced 28.05%
30,528 $3.31 Million
Q3 2021

Oct 19, 2021
BUY
$98.99 - $108.87 $4.2 Million - $4.62 Million
42,429 New
42,429 $4.49 Million

Others Institutions Holding IYW

# of Institutions
1,043
Shares Held
78.9M
Call Options Held
149K
Put Options Held
98.6K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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