Soa Wealth Advisors, Llc. Ishares U S ETF Tr Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$46.13 - $51.19 $10,148 - $11,261	-220 Closed	0 $0
Q4 2020 Mar 10, 2021	BUY	$41.1 - $47.79 $9,042 - $10,513	220 New	220 $11,000

Others Institutions Holding IETC

# of Institutions

119

Shares Held

3.14M

Call Options Held

3.3K

Put Options Held

0

Kozak & Associates, Inc. Highlands Ranch, CO

682K
Shares

$69.8 Million
13.16% of portfolio
Gradient Investments LLC

625K
Shares

$63.9 Million
1.36% of portfolio
Mirae Asset Global Investments Co., Ltd.

141K
Shares

$14.4 Million
0.05% of portfolio
Beacon Harbor Wealth Advisors, Inc.

129K
Shares

$13.2 Million
3.14% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$10.3 Million
0.0% of portfolio

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