Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 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 966 shares of IDV stock, worth $27,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares

966

Previous 953 1.36%

Holding current value

$27,212

Previous $26,000 11.54%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

478

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History