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

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

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 71,965 shares of ESGD stock, worth $5.72 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
71,965
Previous 73,271 1.78%
Holding current value
$5.72 Million
Previous $6.17 Million 11.16%
% of portfolio
1.03%
Previous 1.19%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
641
Shares Held
92.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email