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

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024

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 29,597 shares of STIP stock, worth $2.99 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
29,597
Previous 29,456 0.48%
Holding current value
$2.99 Million
Previous $2.93 Million 2.32%
% of portfolio
0.55%
Previous 0.57%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
624
Shares Held
53.9M
Call Options Held
33.5K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
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More about STIP
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