Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 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 2,123 shares of IAT stock, worth $106,808. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,123

Previous 2,311 8.14%

Holding current value

$106,808

Previous $114,000 2.63%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$48.92 - $54.5 $9,196 - $10,246	-188 Reduced 8.14%	2,123 $111,000
Q2 2025 Jul 18, 2025	SELL	$39.71 - $49.55 $9,371 - $11,693	-236 Reduced 9.27%	2,311 $114,000
Q4 2024 Jan 28, 2025	SELL	$46.07 - $56.9 $109,830 - $135,649	-2,384 Reduced 48.35%	2,547 $128,000
Q3 2024 Oct 08, 2024	SELL	$40.8 - $48.93 $12,770 - $15,315	-313 Reduced 5.97%	4,931 $234,000
Q2 2024 Jul 17, 2024	BUY	$39.17 - $43.65 $78 - $87	2 Added 0.04%	5,244 $217,000
Q1 2024 Apr 10, 2024	BUY	$39.12 - $43.38 $39 - $43	1 Added 0.02%	5,242 $227,000
Q4 2023 Jan 10, 2024	BUY	$30.98 - $43.2 $123 - $172	4 Added 0.08%	5,241 $219,000
Q2 2023 Jul 07, 2023	BUY	$29.75 - $36.65 $87,197 - $107,421	2,931 Added 127.1%	5,237 $177,000
Q1 2023 Apr 28, 2023	BUY	$33.67 - $53.61 $77,643 - $123,624	2,306 New	2,306 $82,000

Others Institutions Holding IAT

# of Institutions

188

Shares Held

5.57M

Call Options Held

46.1K

Put Options Held

56K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History