Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 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 29,227 shares of ICF stock, worth $1.67 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

29,227

Previous 25,011 16.86%

Holding current value

$1.67 Million

Previous $1.47 Million 14.85%

% of portfolio

0.35%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$52.54 - $58.03 $37,040 - $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

358

Shares Held

22M

Call Options Held

7.5K

Put Options Held

700

View Full List

About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History