Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 73,586 shares of DVY stock, worth $9.65 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

73,586

Previous 73,937 0.47%

Holding current value

$9.65 Million

Previous $9.71 Million 0.62%

% of portfolio

1.15%

Previous 1.82%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$128.58 - $138.1 $45,131 - $48,473	-351 Reduced 0.47%	73,586 $9.77 Million
Q4 2024 Jan 28, 2025	SELL	$129.55 - $143.41 $266,354 - $294,850	-2,056 Reduced 2.71%	73,937 $9.71 Million
Q3 2024 Oct 08, 2024	SELL	$119.99 - $135.74 $382,888 - $433,146	-3,191 Reduced 4.03%	75,993 $10.3 Million
Q2 2024 Jul 17, 2024	SELL	$115.73 - $125.75 $1.5 Million - $1.63 Million	-12,996 Reduced 14.1%	79,184 $9.58 Million
Q1 2024 Apr 10, 2024	SELL	$113.31 - $123.18 $122,601 - $133,280	-1,082 Reduced 1.16%	92,180 $11.4 Million
Q4 2023 Jan 10, 2024	SELL	$102.97 - $119.06 $795,237 - $919,500	-7,723 Reduced 7.65%	93,262 $10.9 Million
Q3 2023 Oct 10, 2023	SELL	$107.44 - $118.16 $456,297 - $501,825	-4,247 Reduced 4.04%	100,985 $10.9 Million
Q2 2023 Jul 07, 2023	SELL	$108.5 - $119.27 $487,816 - $536,237	-4,496 Reduced 4.1%	105,232 $11.9 Million
Q1 2023 Apr 28, 2023	SELL	$110.68 - $126.38 $231,099 - $263,881	-2,088 Reduced 1.87%	109,728 $12.9 Million
Q4 2022 Jan 10, 2023	BUY	$107.39 - $125.5 $1.53 Million - $1.79 Million	14,256 Added 14.61%	111,816 $0
Q3 2022 Oct 07, 2022	BUY	$107.22 - $127.71 $362,832 - $432,170	3,384 Added 3.59%	97,560 $10.5 Million
Q2 2022 Jul 13, 2022	BUY	$113.21 - $132.14 $692,392 - $808,168	6,116 Added 6.95%	94,176 $11.1 Million
Q1 2022 Apr 07, 2022	SELL	$119.99 - $129.75 $275,137 - $297,516	-2,293 Reduced 2.54%	88,060 $11.3 Million
Q4 2021 Jan 13, 2022	BUY	$114.37 - $122.59 $871,156 - $933,768	7,617 Added 9.21%	90,353 $11.1 Million
Q3 2021 Oct 12, 2021	BUY	$112.53 - $119.9 $581,217 - $619,283	5,165 Added 6.66%	82,736 $9.49 Million
Q2 2021 Jul 14, 2021	BUY	$114.14 - $123.06 $2.33 Million - $2.51 Million	20,411 Added 35.71%	77,571 $9.05 Million
Q1 2021 Apr 26, 2021	BUY	$94.76 - $115.39 $690,137 - $840,385	7,283 Added 14.6%	57,160 $6.52 Million
Q4 2020 Mar 10, 2021	BUY	$81.33 - $97.54 $4.06 Million - $4.87 Million	49,877 New	49,877 $5.15 Million

Others Institutions Holding DVY

# of Institutions

1,455

Shares Held

69.7M

Call Options Held

1.1M

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Ishares Tr Transaction History