Soa Wealth Advisors, Llc. Ishares Inc Transaction History

Soa Wealth Advisors, Llc.

$944 Million
Q4 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 503 shares of EPP stock, worth $25,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares

503

Previous 493 2.03%

Holding current value

$25,587

Previous $25,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$50.54 - $52.43 $505 - $524	10 Added 2.03%	503 $25,000
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

206

Shares Held

26.3M

Call Options Held

Put Options Held

8.4K

View Full List

About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Inc Transaction History