Soa Wealth Advisors, Llc. Ishares Inc Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 493 shares of EPP stock, worth $25,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

493

Previous 493 -0.0%

Holding current value

$25,216

Previous $24,000 4.17%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$38.85 - $49.83 $349 - $448	9 Added 1.86%	493 $24,000
Q4 2024 Jan 28, 2025	BUY	$43.59 - $49.13 $435 - $491	10 Added 2.11%	484 $21,000
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

# of Institutions

195

Shares Held

28.2M

Call Options Held

Put Options Held

4.8K

View Full List

About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

More about EPP

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 Inc Transaction History