A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 40,187 shares of LRGF stock, worth $2.29 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
40,187
Previous 39,035 2.95%
Holding current value
$2.29 Million
Previous $2.29 Million 5.71%
% of portfolio
0.42%
Previous 0.42%

Shares

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

Feb 12, 2025

BUY
$58.25 - $63.26 $67,104 - $72,875
1,152 Added 2.95%
40,187 $2.43 Million
Q3 2024

Oct 16, 2024

BUY
$52.89 - $58.77 $5,553 - $6,170
105 Added 0.27%
39,035 $2.29 Million
Q2 2024

Jul 17, 2024

BUY
$50.75 - $56.08 $104,139 - $115,076
2,052 Added 5.56%
38,930 $2.17 Million
Q1 2024

Apr 17, 2024

BUY
$47.39 - $53.82 $49,048 - $55,703
1,035 Added 2.89%
36,878 $1.98 Million
Q4 2023

Jan 23, 2024

BUY
$41.5 - $48.47 $1.49 Million - $1.74 Million
35,843 New
35,843 $1.73 Million

Others Institutions Holding LRGF

About ISHARES TR


  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.