Ishares Tr shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by UMA Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 37k | 51.56 |
2023-12-31 | $1.8M | 36k | 49.30 |