Soa Wealth Advisors, Llc. Ishares Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,442 shares of ICLN stock, worth $17,794. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,442
Previous 1,442 -0.0%
Holding current value
$17,794
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$13.02 - $15.08 $3,059 - $3,543
-235 Reduced 14.01%
1,442 $19,000
Q4 2023

Jan 10, 2024
SELL
$12.86 - $15.73 $5,825 - $7,125
-453 Reduced 21.27%
1,677 $26,000
Q2 2023

Jul 07, 2023
BUY
$17.78 - $19.91 $177 - $199
10 Added 0.47%
2,130 $39,000
Q4 2022

Jan 10, 2023
BUY
$17.54 - $21.27 $70 - $85
4 Added 0.19%
2,120 $0
Q2 2022

Jul 13, 2022
BUY
$16.82 - $22.08 $9,368 - $12,298
557 Added 35.73%
2,116 $40,000
Q1 2022

Apr 07, 2022
BUY
$17.57 - $21.52 $17 - $21
1 Added 0.06%
1,559 $33,000
Q4 2021

Jan 13, 2022
BUY
$20.44 - $25.79 $4,946 - $6,241
242 Added 18.39%
1,558 $33,000
Q3 2021

Oct 12, 2021
SELL
$21.65 - $23.79 $55,705 - $61,211
-2,573 Reduced 66.16%
1,316 $28,000
Q2 2021

Jul 14, 2021
SELL
$20.71 - $24.62 $11,038 - $13,122
-533 Reduced 12.05%
3,889 $91,000
Q1 2021

Apr 26, 2021
SELL
$22.27 - $33.41 $556 - $835
-25 Reduced 0.56%
4,422 $107,000
Q4 2020

Mar 10, 2021
BUY
$19.08 - $28.29 $84,848 - $125,805
4,447 New
4,447 $136,000

Others Institutions Holding ICLN

# of Institutions
560
Shares Held
45.7M
Call Options Held
4.51M
Put Options Held
5.26M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email