Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,547 shares of IAT stock, worth $135,041. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,547
Previous 4,931 48.35%
Holding current value
$135,041
Previous $234,000 45.3%
% of portfolio
0.02%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
184
Shares Held
5.25M
Call Options Held
149K
Put Options Held
240K
View Full List

About ISHARES TR

IAT Quotes by TradingView
  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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