Uma Financial Services, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Uma Financial Services, Inc. holds 39,977 shares of STIP stock, worth $4.11 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

39,977

Previous 32,587 22.68%

Holding current value

$4.11 Million

Previous $3.37 Million 22.04%

% of portfolio

0.69%

Previous 0.6%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$102.02 - $103.5 $753,927 - $764,865	7,390 Added 22.68%	39,977 $4.11 Million
Q1 2025 Apr 28, 2025	BUY	$100.59 - $103.47 $20,822 - $21,418	207 Added 0.64%	32,587 $3.37 Million
Q4 2024 Feb 12, 2025	BUY	$100.24 - $101.35 $278,967 - $282,057	2,783 Added 9.4%	32,380 $3.26 Million
Q3 2024 Oct 16, 2024	BUY	$98.99 - $101.51 $13,957 - $14,312	141 Added 0.48%	29,597 $3 Million
Q2 2024 Jul 17, 2024	BUY	$98.69 - $99.57 $81,419 - $82,145	825 Added 2.88%	29,456 $2.93 Million
Q1 2024 Apr 17, 2024	BUY	$98.36 - $99.47 $102,589 - $103,747	1,043 Added 3.78%	28,631 $2.85 Million
Q4 2023 Jan 23, 2024	BUY	$96.33 - $98.68 $102,784 - $105,291	1,067 Added 4.02%	27,588 $2.72 Million
Q3 2023 Oct 10, 2023	SELL	$96.73 - $97.56 $27,277 - $27,511	-282 Reduced 1.05%	26,521 $2.57 Million
Q2 2023 Jul 05, 2023	BUY	$97.43 - $99.5 $581,657 - $594,015	5,970 Added 28.66%	26,803 $2.62 Million
Q1 2023 Apr 20, 2023	BUY	$96.86 - $99.23 $1.09 Million - $1.12 Million	11,269 Added 117.83%	20,833 $2.07 Million
Q4 2022 Jan 25, 2023	SELL	$96.57 - $98.11 $14,195 - $14,422	-147 Reduced 1.51%	9,564 $0
Q3 2022 Oct 06, 2022	BUY	$96.11 - $102.85 $26,910 - $28,798	280 Added 2.97%	9,711 $941,000
Q2 2022 Aug 02, 2022	BUY	$101.26 - $104.65 $183,280 - $189,416	1,810 Added 23.75%	9,431 $960,000
Q1 2022 May 05, 2022	SELL	$103.82 - $106.76 $61,669 - $63,415	-594 Reduced 7.23%	7,621 $789,000
Q4 2021 Jan 11, 2022	BUY	$105.21 - $107.0 $96,161 - $97,798	914 Added 12.52%	8,215 $863,000
Q3 2021 Oct 19, 2021	BUY	$105.49 - $107.1 $57,703 - $58,583	547 Added 8.1%	7,301 $772,000
Q2 2021 Jul 23, 2021	BUY	$105.46 - $106.88 $227,899 - $230,967	2,161 Added 47.05%	6,754 $719,000
Q1 2021 Apr 06, 2021	BUY	$104.53 - $105.92 $242,509 - $245,734	2,320 Added 102.07%	4,593 $484,000
Q4 2020 Feb 19, 2021	BUY	$103.06 - $104.43 $234,255 - $237,369	2,273 New	2,273 $239,000

Others Institutions Holding STIP

# of Institutions

779

Shares Held

68.4M

Call Options Held

Put Options Held

420

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

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.

Account

Uma Financial Services, Inc. Ishares Barclays 0 5 Year Tips Transaction History