Soa Wealth Advisors, Llc. Ishares Expanded Tech Sector E Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 5,775 shares of IGM stock, worth $524,427. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,775

Previous 5,772 0.05%

Holding current value

$524,427

Previous $589,000 11.04%

% of portfolio

0.06%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$90.81 - $108.46 $272 - $325	3 Added 0.05%	5,775 $524,000
Q4 2024 Jan 28, 2025	BUY	$94.19 - $106.95 $282 - $320	3 Added 0.05%	5,772 $589,000
Q3 2024 Oct 08, 2024	BUY	$84.03 - $98.62 $504 - $591	6 Added 0.1%	5,769 $553,000
Q2 2024 Jul 17, 2024	BUY	$80.02 - $95.38 $160 - $190	2 Added 0.03%	5,763 $543,000
Q1 2024 Apr 10, 2024	BUY	$84.27 - $516.87 $404,580 - $2.48 Million	4,801 Added 500.1%	5,761 $496,000
Q4 2023 Jan 10, 2024	BUY	$365.86 - $450.72 $365 - $450	1 Added 0.1%	960 $430,000
Q2 2023 Jul 07, 2023	BUY	$325.63 - $395.58 $325 - $395	1 Added 0.1%	959 $376,000
Q1 2023 Apr 28, 2023	BUY	$275.98 - $339.32 $12,695 - $15,608	46 Added 5.04%	958 $325,000
Q4 2022 Jan 10, 2023	SELL	$44.41 - $306.86 $1,954 - $13,501	-44 Reduced 4.6%	912 $0
Q3 2022 Oct 07, 2022	BUY	$46.07 - $58.66 $10,918 - $13,902	237 Added 32.96%	956 $264,000
Q2 2022 Jul 13, 2022	BUY	$47.75 - $66.17 $8,547 - $11,844	179 Added 33.15%	719 $211,000
Q1 2022 Apr 07, 2022	BUY	$57.01 - $73.7 $30,785 - $39,798	540 New	540 $209,000

Others Institutions Holding IGM

# of Institutions

459

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Soa Wealth Advisors, Llc. Ishares Expanded Tech Sector E Transaction History