Soa Wealth Advisors, Llc. Ishares Barclays Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 771 shares of IEF stock, worth $72,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares

771

Previous 767 0.52%

Holding current value

$72,358

Previous $70,000 4.29%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$91.17 - $95.39 $364 - $381	4 Added 0.52%	771 $73,000
Q4 2024 Jan 28, 2025	BUY	$92.08 - $98.18 $828 - $883	9 Added 1.19%	767 $70,000
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $556 - $594	6 Added 0.8%	758 $74,000
Q2 2024 Jul 17, 2024	BUY	$91.24 - $94.6 $547 - $567	6 Added 0.8%	752 $70,000
Q1 2024 Apr 10, 2024	BUY	$93.54 - $96.82 $280 - $290	3 Added 0.4%	746 $70,000
Q4 2023 Jan 10, 2024	SELL	$88.95 - $97.0 $8,539 - $9,312	-96 Reduced 11.44%	743 $71,000
Q3 2023 Oct 10, 2023	BUY	$91.32 - $97.13 $3,470 - $3,690	38 Added 4.74%	839 $76,000
Q2 2023 Jul 07, 2023	BUY	$96.39 - $100.48 $481 - $502	5 Added 0.63%	801 $77,000
Q1 2023 Apr 28, 2023	BUY	$94.41 - $100.02 $283 - $300	3 Added 0.38%	796 $78,000
Q4 2022 Jan 10, 2023	BUY	$92.93 - $99.14 $557 - $594	6 Added 0.76%	793 $0
Q3 2022 Oct 07, 2022	BUY	$94.56 - $105.6 $283 - $316	3 Added 0.38%	787 $75,000
Q2 2022 Jul 13, 2022	BUY	$98.15 - $106.65 $294 - $319	3 Added 0.38%	784 $80,000
Q1 2022 Apr 07, 2022	BUY	$106.08 - $113.93 $106 - $113	1 Added 0.13%	781 $83,000
Q4 2021 Jan 13, 2022	SELL	$113.55 - $116.36 $8,402 - $8,610	-74 Reduced 8.67%	780 $89,000
Q3 2021 Oct 12, 2021	BUY	$114.96 - $118.18 $114 - $118	1 Added 0.12%	854 $98,000
Q2 2021 Jul 14, 2021	BUY	$113.04 - $115.78 $226 - $231	2 Added 0.24%	853 $98,000
Q4 2020 Mar 10, 2021	BUY	$119.27 - $121.81 $101,498 - $103,660	851 New	851 $100,000

Others Institutions Holding IEF

# of Institutions

1,138

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Barclays Transaction History