Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 533 shares of HYG stock, worth $41,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares

533

Previous 526 1.33%

Holding current value

$41,984

Previous $41,000 2.44%

% of portfolio

0.0%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$78.51 - $80.11 $549 - $560	7 Added 1.33%	533 $42,000
Q4 2024 Jan 28, 2025	SELL	$78.09 - $80.04 $15,618 - $16,008	-200 Reduced 27.55%	526 $41,000
Q3 2024 Oct 08, 2024	BUY	$76.72 - $80.36 $153 - $160	2 Added 0.28%	726 $58,000
Q2 2024 Jul 17, 2024	BUY	$75.68 - $77.45 $1,816 - $1,858	24 Added 3.43%	724 $55,000
Q1 2024 Apr 10, 2024	BUY	$76.57 - $77.9 $2,603 - $2,648	34 Added 5.11%	700 $54,000
Q4 2023 Jan 10, 2024	SELL	$71.78 - $77.94 $1,579 - $1,714	-22 Reduced 3.2%	666 $51,000
Q3 2023 Oct 10, 2023	BUY	$73.48 - $75.65 $808 - $832	11 Added 1.62%	688 $50,000
Q2 2023 Jul 07, 2023	BUY	$73.57 - $75.42 $1,765 - $1,810	24 Added 3.68%	677 $50,000
Q1 2023 Apr 28, 2023	BUY	$73.04 - $77.2 $3,798 - $4,014	52 Added 8.65%	653 $49,000
Q4 2022 Jan 10, 2023	BUY	$71.24 - $76.11 $712 - $761	10 Added 1.69%	601 $0
Q3 2022 Oct 07, 2022	SELL	$71.13 - $78.94 $43,673 - $48,469	-614 Reduced 50.95%	591 $42,000
Q2 2022 Jul 13, 2022	BUY	$73.1 - $82.57 $950 - $1,073	13 Added 1.09%	1,205 $88,000
Q1 2022 Apr 07, 2022	BUY	$79.97 - $86.97 $799 - $869	10 Added 0.85%	1,192 $98,000
Q4 2021 Jan 13, 2022	BUY	$85.37 - $87.5 $20,147 - $20,650	236 Added 24.95%	1,182 $102,000
Q3 2021 Oct 12, 2021	BUY	$86.98 - $88.14 $86 - $88	1 Added 0.11%	946 $82,000
Q2 2021 Jul 14, 2021	BUY	$86.61 - $88.04 $2,684 - $2,729	31 Added 3.39%	945 $83,000
Q1 2021 Apr 26, 2021	SELL	$85.73 - $87.78 $85 - $87	-1 Reduced 0.11%	914 $79,000
Q4 2020 Mar 10, 2021	BUY	$83.46 - $87.3 $76,365 - $79,879	915 New	915 $80,000

Others Institutions Holding HYG

# of Institutions

1,159

Shares Held

219M

Call Options Held

95.9M

Put Options Held

311M

View Full List

About ISHARES TR

Ticker HYG
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Soa Wealth Advisors, Llc. Ishares Tr Transaction History