Uma Financial Services, Inc. Ishares Tresg Screened S&P Sma Transaction History

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,008 shares of XJR stock, worth $41,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,008
Previous 941 7.12%
Holding current value
$41,418
Previous $35,000 11.43%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$32.75 - $39.55 $2,194 - $2,649
67 Added 7.12%
1,008 $39,000
Q1 2025

Apr 28, 2025
SELL
$36.7 - $42.78 $220 - $256
-6 Reduced 0.63%
941 $35,000
Q4 2024

Feb 12, 2025
BUY
$40.62 - $45.4 $38,467 - $42,993
947 New
947 $38,000

Others Institutions Holding XJR

# of Institutions
83
Shares Held
800K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

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