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 7,861 shares of IEFA stock, worth $565,205. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,861

Previous 7,861 -0.0%

Holding current value

$565,205

Previous $613,000 -0.0%

% of portfolio

0.12%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$70.09 - $78.74 $28,806 - $32,362	-411 Reduced 4.97%	7,861 $613,000
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $13,021 - $14,018	184 Added 2.27%	8,272 $600,000
Q1 2024 Apr 10, 2024	BUY	$68.14 - $74.43 $51,241 - $55,971	752 Added 10.25%	8,088 $600,000
Q4 2023 Jan 10, 2024	SELL	$61.3 - $70.47 $39,415 - $45,312	-643 Reduced 8.06%	7,336 $516,000
Q3 2023 Oct 10, 2023	SELL	$64.04 - $69.58 $26,896 - $29,223	-420 Reduced 5.0%	7,979 $513,000
Q2 2023 Jul 07, 2023	BUY	$66.03 - $69.1 $59,360 - $62,120	899 Added 11.99%	8,399 $566,000
Q1 2023 Apr 28, 2023	BUY	$62.17 - $67.7 $39,913 - $43,463	642 Added 9.36%	7,500 $501,000
Q4 2022 Jan 10, 2023	BUY	$52.35 - $63.65 $102,082 - $124,117	1,950 Added 39.73%	6,858 $0
Q3 2022 Oct 07, 2022	BUY	$52.32 - $63.1 $61,109 - $73,700	1,168 Added 31.23%	4,908 $258,000
Q2 2022 Jul 13, 2022	BUY	$57.91 - $70.46 $36,020 - $43,826	622 Added 19.95%	3,740 $220,000
Q1 2022 Apr 07, 2022	BUY	$63.26 - $75.48 $63 - $75	1 Added 0.03%	3,118 $216,000
Q4 2021 Jan 13, 2022	BUY	$72.36 - $77.76 $940 - $1,010	13 Added 0.42%	3,117 $232,000
Q3 2021 Oct 12, 2021	SELL	$72.98 - $78.2 $16,785 - $17,986	-230 Reduced 6.9%	3,104 $230,000
Q2 2021 Jul 14, 2021	BUY	$73.11 - $77.88 $9,869 - $10,513	135 Added 4.22%	3,334 $249,000
Q1 2021 Apr 26, 2021	SELL	$68.58 - $73.12 $12,138 - $12,942	-177 Reduced 5.24%	3,199 $230,000
Q4 2020 Mar 10, 2021	BUY	$58.13 - $69.71 $196,246 - $235,340	3,376 New	3,376 $241,000

Others Institutions Holding IEFA

# of Institutions

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Soa Wealth Advisors, Llc. Ishares Tr Transaction History