A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 474 shares of EPP stock, worth $21,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
474
Previous 474 -0.0%
Holding current value
$21,917
Previous $20,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$40.54 - $45.26 $324 - $362
8 Added 1.72%
474 $20,000
Q4 2023

Jan 10, 2024

BUY
$38.16 - $43.56 $381 - $435
10 Added 2.19%
466 $20,000
Q2 2023

Jul 07, 2023

BUY
$41.32 - $44.93 $371 - $404
9 Added 2.01%
456 $19,000
Q4 2022

Jan 10, 2023

BUY
$37.1 - $44.34 $259 - $310
7 Added 1.59%
447 $0
Q2 2022

Jul 13, 2022

BUY
$40.54 - $50.24 $527 - $653
13 Added 3.04%
440 $18,000
Q1 2022

Apr 07, 2022

BUY
$44.96 - $49.95 $89 - $99
2 Added 0.47%
427 $21,000
Q4 2021

Jan 13, 2022

BUY
$46.54 - $51.83 $558 - $621
12 Added 2.91%
425 $20,000
Q2 2021

Jul 14, 2021

BUY
$50.7 - $53.97 $202 - $215
4 Added 0.98%
413 $21,000
Q4 2020

Mar 10, 2021

BUY
$40.25 - $48.1 $16,462 - $19,672
409 New
409 $20,000

Others Institutions Holding EPP

About ISHARES INC


  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
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