Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 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 1,019 shares of IDV stock, worth $37,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,019
Previous 1,008 1.09%
Holding current value
$37,173
Previous $34,000 8.82%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$34.54 - $37.28 $379 - $410
11 Added 1.09%
1,019 $37,000
Q2 2025

Jul 18, 2025
BUY
$27.79 - $34.84 $639 - $801
23 Added 2.34%
1,008 $34,000
Q1 2025

Apr 14, 2025
BUY
$27.0 - $31.7 $162 - $190
6 Added 0.61%
985 $30,000
Q4 2024

Jan 28, 2025
BUY
$27.03 - $29.92 $351 - $388
13 Added 1.35%
979 $26,000
Q3 2024

Oct 08, 2024
BUY
$27.62 - $30.64 $359 - $398
13 Added 1.36%
966 $29,000
Q2 2024

Jul 17, 2024
BUY
$26.94 - $30.1 $673 - $752
25 Added 2.69%
953 $26,000
Q1 2024

Apr 10, 2024
BUY
$26.95 - $28.13 $215 - $225
8 Added 0.87%
928 $26,000
Q4 2023

Jan 10, 2024
BUY
$24.46 - $28.13 $733 - $843
30 Added 3.37%
920 $25,000
Q2 2023

Jul 07, 2023
SELL
$25.86 - $28.52 $1,965 - $2,167
-76 Reduced 7.87%
890 $23,000
Q1 2023

Apr 28, 2023
BUY
$26.54 - $29.5 $159 - $177
6 Added 0.63%
966 $26,000
Q4 2022

Jan 10, 2023
BUY
$22.26 - $27.56 $756 - $937
34 Added 3.67%
960 $0
Q2 2022

Jul 13, 2022
SELL
$26.84 - $32.0 $39,991 - $47,680
-1,490 Reduced 61.67%
926 $25,000
Q1 2022

Apr 07, 2022
BUY
$29.99 - $33.33 $269 - $299
9 Added 0.37%
2,416 $76,000
Q4 2021

Jan 13, 2022
BUY
$29.77 - $31.71 $714 - $761
24 Added 1.01%
2,407 $75,000
Q2 2021

Jul 14, 2021
BUY
$31.67 - $34.02 $506 - $544
16 Added 0.68%
2,383 $77,000
Q1 2021

Apr 26, 2021
SELL
$29.53 - $32.13 $147,207 - $160,168
-4,985 Reduced 67.8%
2,367 $74,000
Q4 2020

Mar 10, 2021
BUY
$24.08 - $29.73 $177,036 - $218,574
7,352 New
7,352 $224,000

Others Institutions Holding IDV

# of Institutions
574
Shares Held
97.9M
Call Options Held
23.6K
Put Options Held
67.9K
View Full List

About ISHARES TR

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