Soa Wealth Advisors, Llc. Ishares Core S&P Mid Cap ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 66,369 shares of IJH stock, worth $4.16 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

66,369

Previous 66,369 -0.0%

Holding current value

$4.16 Million

Previous $4.14 Million -0.0%

% of portfolio

0.8%

Previous 0.8%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$57.32 - $62.65 $57 - $62	1 Added 0.0%	66,369 $4.14 Million
Q2 2024 Jul 17, 2024	SELL	$56.43 - $60.79 $601,600 - $648,082	-10,661 Reduced 13.84%	66,368 $3.88 Million
Q1 2024 Apr 10, 2024	BUY	$56.98 - $284.98 $3.48 Million - $17.4 Million	61,132 Added 384.55%	77,029 $4.68 Million
Q4 2023 Jan 10, 2024	SELL	$232.04 - $279.85 $3,248 - $3,917	-14 Reduced 0.09%	15,897 $4.41 Million
Q3 2023 Oct 10, 2023	SELL	$246.15 - $272.4 $97,721 - $108,142	-397 Reduced 2.43%	15,911 $3.97 Million
Q2 2023 Jul 07, 2023	SELL	$240.22 - $261.48 $679,822 - $739,988	-2,830 Reduced 14.79%	16,308 $4.26 Million
Q1 2023 Apr 28, 2023	SELL	$237.25 - $271.72 $32,266 - $36,953	-136 Reduced 0.71%	19,138 $4.79 Million
Q4 2022 Jan 10, 2023	BUY	$44.74 - $257.0 $4,474 - $25,700	100 Added 0.52%	19,274 $0
Q3 2022 Oct 07, 2022	BUY	$43.85 - $263.28 $28,984 - $174,028	661 Added 3.57%	19,174 $4.2 Million
Q2 2022 Jul 13, 2022	SELL	$219.07 - $270.08 $282,819 - $348,673	-1,291 Reduced 6.52%	18,513 $4.19 Million
Q1 2022 Apr 07, 2022	BUY	$251.21 - $285.37 $23,111 - $26,254	92 Added 0.47%	19,804 $5.31 Million
Q4 2021 Jan 13, 2022	SELL	$265.81 - $290.54 $34,289 - $37,479	-129 Reduced 0.65%	19,712 $5.57 Million
Q3 2021 Oct 12, 2021	SELL	$256.44 - $277.04 $65,392 - $70,645	-255 Reduced 1.27%	19,841 $5.22 Million
Q2 2021 Jul 14, 2021	SELL	$260.21 - $276.38 $297,420 - $315,902	-1,143 Reduced 5.38%	20,096 $5.4 Million
Q1 2021 Apr 26, 2021	SELL	$226.3 - $267.93 $263,413 - $311,870	-1,164 Reduced 5.2%	21,239 $5.53 Million
Q4 2020 Mar 10, 2021	BUY	$187.77 - $230.69 $4.21 Million - $5.17 Million	22,403 New	22,403 $5.63 Million

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Core S&P Mid Cap ETF Transaction History