Soa Wealth Advisors, Llc. Ishares Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 34,332 shares of ICLN stock, worth $390,354. This represents 0.05% of its overall portfolio holdings.

Number of Shares

34,332

Previous 907 3685.23%

Holding current value

$390,354

Previous $10,000 3850.0%

% of portfolio

0.05%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$10.94 - $11.86 $365,669 - $396,420	33,425 Added 3685.23%	34,332 $395,000
Q4 2024 Jan 28, 2025	SELL	$11.35 - $14.51 $6,072 - $7,762	-535 Reduced 37.1%	907 $10,000
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

515

Shares Held

40.1M

Call Options Held

4.08M

Put Options Held

2.94M

View Full List

About ISHARES

Ticker ICLN
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Soa Wealth Advisors, Llc. Ishares Transaction History