Soa Wealth Advisors, Llc. Ishares Trust Ishares Esg Awar Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 29,546 shares of ESGD stock, worth $2.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

29,546

Previous 71,965 58.94%

Holding current value

$2.5 Million

Previous $5.48 Million 55.56%

% of portfolio

0.29%

Previous 1.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$75.32 - $84.77 $3.19 Million - $3.6 Million	-42,419 Reduced 58.94%	29,546 $2.44 Million
Q4 2024 Jan 28, 2025	SELL	$75.65 - $83.47 $98,798 - $109,011	-1,306 Reduced 1.78%	71,965 $5.48 Million
Q3 2024 Oct 08, 2024	SELL	$75.63 - $84.89 $119,495 - $134,126	-1,580 Reduced 2.11%	73,271 $6.17 Million
Q2 2024 Jul 17, 2024	SELL	$76.22 - $82.36 $119,665 - $129,305	-1,570 Reduced 2.05%	74,851 $5.9 Million
Q1 2024 Apr 10, 2024	SELL	$73.39 - $80.18 $67,005 - $73,204	-913 Reduced 1.18%	76,421 $6.11 Million
Q4 2023 Jan 10, 2024	SELL	$65.9 - $75.7 $160,268 - $184,102	-2,432 Reduced 3.05%	77,334 $5.84 Million
Q3 2023 Oct 10, 2023	BUY	$68.87 - $74.82 $66,528 - $72,276	966 Added 1.23%	79,766 $5.51 Million
Q2 2023 Jul 07, 2023	SELL	$70.97 - $74.19 $8,658 - $9,051	-122 Reduced 0.15%	78,800 $5.75 Million
Q1 2023 Apr 28, 2023	SELL	$66.27 - $72.39 $199,141 - $217,531	-3,005 Reduced 3.67%	78,922 $5.67 Million
Q4 2022 Jan 10, 2023	SELL	$55.83 - $67.96 $2.95 Million - $3.59 Million	-52,883 Reduced 39.23%	81,927 $0
Q3 2022 Oct 07, 2022	BUY	$55.75 - $67.2 $306,680 - $369,667	5,501 Added 4.25%	134,810 $7.57 Million
Q2 2022 Jul 13, 2022	BUY	$61.64 - $74.67 $703,867 - $852,656	11,419 Added 9.69%	129,309 $8.12 Million
Q1 2022 Apr 07, 2022	SELL	$67.21 - $80.45 $151,356 - $181,173	-2,252 Reduced 1.87%	117,890 $8.69 Million
Q4 2021 Jan 13, 2022	BUY	$76.64 - $82.32 $222,332 - $238,810	2,901 Added 2.47%	120,142 $9.55 Million
Q3 2021 Oct 12, 2021	BUY	$77.09 - $82.48 $153,563 - $164,300	1,992 Added 1.73%	117,241 $9.19 Million
Q2 2021 Jul 14, 2021	SELL	$76.82 - $82.21 $64,682 - $69,220	-842 Reduced 0.73%	115,249 $9.11 Million
Q1 2021 Apr 26, 2021	SELL	$72.34 - $76.86 $53,459 - $56,799	-739 Reduced 0.63%	116,091 $8.81 Million
Q4 2020 Mar 10, 2021	BUY	$61.15 - $73.67 $7.14 Million - $8.61 Million	116,830 New	116,830 $8.79 Million

Others Institutions Holding ESGD

# of Institutions

669

Shares Held

96.9M

Call Options Held

Put Options Held

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Soa Wealth Advisors, Llc. Ishares Trust Ishares Esg Awar Transaction History