Uma Financial Services, Inc. Ishares Esg Advanced Msci Usa Transaction History

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Uma Financial Services, Inc. holds 12,870 shares of USXF stock, worth $664,478. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,870
Previous 11,016 16.83%
Holding current value
$664,478
Previous $513,000 23.0%
% of portfolio
0.11%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$43.59 - $49.35 $80,815 - $91,494
1,854 Added 16.83%
12,870 $631,000
Q2 2024

Jul 17, 2024
SELL
$41.56 - $47.79 $8,727 - $10,035
-210 Reduced 1.87%
11,016 $513,000
Q1 2024

Apr 17, 2024
SELL
$38.81 - $45.23 $19,133 - $22,298
-493 Reduced 4.21%
11,226 $506,000
Q4 2023

Jan 23, 2024
SELL
$33.24 - $39.9 $8,708 - $10,453
-262 Reduced 2.19%
11,719 $466,000
Q3 2023

Oct 10, 2023
SELL
$34.33 - $37.33 $11,740 - $12,766
-342 Reduced 2.78%
11,981 $415,000
Q2 2023

Jul 05, 2023
SELL
$32.33 - $35.95 $4,008 - $4,457
-124 Reduced 1.0%
12,323 $443,000
Q1 2023

Apr 20, 2023
BUY
$30.39 - $33.7 $4,011 - $4,448
132 Added 1.07%
12,447 $411,000
Q4 2022

Jan 25, 2023
SELL
$27.72 - $32.46 $6,070 - $7,108
-219 Reduced 1.75%
12,315 $0
Q3 2022

Oct 06, 2022
SELL
$28.02 - $34.07 $3,978 - $4,837
-142 Reduced 1.12%
12,534 $372,000
Q2 2022

Aug 02, 2022
SELL
$28.63 - $36.15 $5,525 - $6,976
-193 Reduced 1.5%
12,676 $413,000
Q1 2022

May 05, 2022
SELL
$32.88 - $39.25 $1,545 - $1,844
-47 Reduced 0.36%
12,869 $435,000
Q4 2021

Jan 11, 2022
BUY
$35.87 - $39.84 $463,296 - $514,573
12,916 New
12,916 $489,000

Others Institutions Holding USXF

# of Institutions
233
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email