Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 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 54,912 shares of ICF stock, worth $3.38 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

54,912

Previous 51,442 6.75%

Holding current value

$3.38 Million

Previous $3.13 Million 7.25%

% of portfolio

0.37%

Previous 0.37%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$54.56 - $62.47 $189,323 - $216,770	3,470 Added 6.75%	54,912 $3.36 Million
Q1 2025 Apr 14, 2025	SELL	$57.98 - $63.8 $33,164 - $36,493	-572 Reduced 1.1%	51,442 $3.13 Million
Q4 2024 Jan 28, 2025	BUY	$58.8 - $66.61 $107,251 - $121,496	1,824 Added 3.63%	52,014 $3.13 Million
Q3 2024 Oct 08, 2024	BUY	$56.77 - $67.33 $162,135 - $192,294	2,856 Added 6.03%	50,190 $3.31 Million
Q2 2024 Jul 17, 2024	BUY	$52.54 - $57.29 $951,341 - $1.04 Million	18,107 Added 61.95%	47,334 $2.71 Million
Q1 2024 Apr 10, 2024	BUY	$55.12 - $59.38 $232,385 - $250,346	4,216 Added 16.86%	29,227 $1.69 Million
Q4 2023 Jan 10, 2024	BUY	$47.45 - $59.42 $173,050 - $216,704	3,647 Added 17.07%	25,011 $1.47 Million
Q3 2023 Oct 10, 2023	BUY	$49.48 - $57.6 $79,761 - $92,851	1,612 Added 8.16%	21,364 $1.07 Million
Q2 2023 Jul 07, 2023	BUY	$51.82 - $55.73 $906,850 - $975,275	17,500 Added 777.09%	19,752 $1.1 Million
Q1 2023 Apr 28, 2023	BUY	$51.21 - $61.91 $19,254 - $23,278	376 Added 20.04%	2,252 $125,000
Q4 2022 Jan 10, 2023	BUY	$50.15 - $58.03 $35,355 - $40,911	705 Added 60.2%	1,876 $0
Q1 2022 Apr 07, 2022	BUY	$64.57 - $75.32 $64 - $75	1 Added 0.09%	1,171 $83,000
Q4 2021 Jan 13, 2022	BUY	$65.59 - $76.08 $196 - $228	3 Added 0.26%	1,170 $88,000
Q2 2021 Jul 14, 2021	BUY	$58.78 - $67.05 $176 - $201	3 Added 0.26%	1,167 $76,000
Q4 2020 Mar 10, 2021	BUY	$49.12 - $55.49 $57,175 - $64,590	1,164 New	1,164 $65,000

Others Institutions Holding ICF

# of Institutions

392

Shares Held

22.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

More about ICF

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Ishares Tr Transaction History