Soa Wealth Advisors, Llc. Ishares S&P Midcap 400 Value E Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 13,762 shares of IJJ stock, worth $1.76 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,762
Previous 15,727 12.49%
Holding current value
$1.76 Million
Previous $1.87 Million 9.28%
% of portfolio
0.19%
Previous 0.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$103.88 - $123.68 $204,124 - $243,031
-1,965 Reduced 12.49%
13,762 $1.7 Million
Q1 2025

Apr 14, 2025
BUY
$117.4 - $131.02 $3,169 - $3,537
27 Added 0.17%
15,727 $1.87 Million
Q4 2024

Jan 28, 2025
SELL
$121.89 - $135.52 $9,019 - $10,028
-74 Reduced 0.47%
15,700 $1.96 Million
Q3 2024

Oct 08, 2024
SELL
$111.9 - $124.28 $5,259 - $5,841
-47 Reduced 0.3%
15,774 $1.95 Million
Q2 2024

Jul 17, 2024
SELL
$109.44 - $118.4 $25,608 - $27,705
-234 Reduced 1.46%
15,821 $1.8 Million
Q1 2024

Apr 10, 2024
SELL
$109.27 - $118.29 $54,525 - $59,026
-499 Reduced 3.01%
16,055 $1.9 Million
Q4 2023

Jan 10, 2024
BUY
$93.05 - $115.17 $124,314 - $153,867
1,336 Added 8.78%
16,554 $1.89 Million
Q3 2023

Oct 10, 2023
BUY
$99.46 - $111.92 $696 - $783
7 Added 0.05%
15,218 $1.54 Million
Q2 2023

Jul 07, 2023
SELL
$97.74 - $107.13 $193,622 - $212,224
-1,981 Reduced 11.52%
15,211 $1.63 Million
Q1 2023

Apr 28, 2023
BUY
$97.23 - $116.09 $11,375 - $13,582
117 Added 0.69%
17,192 $1.77 Million
Q4 2022

Jan 10, 2023
BUY
$91.7 - $106.74 $68,133 - $79,307
743 Added 4.55%
17,075 $0
Q3 2022

Oct 07, 2022
SELL
$90.0 - $107.68 $5,670 - $6,783
-63 Reduced 0.38%
16,332 $1.47 Million
Q2 2022

Jul 13, 2022
BUY
$91.51 - $110.2 $60,396 - $72,732
660 Added 4.19%
16,395 $1.55 Million
Q1 2022

Apr 07, 2022
SELL
$102.52 - $112.86 $6,048 - $6,658
-59 Reduced 0.37%
15,735 $1.73 Million
Q4 2021

Jan 13, 2022
BUY
$103.36 - $113.35 $136,228 - $149,395
1,318 Added 9.1%
15,794 $1.75 Million
Q3 2021

Oct 12, 2021
SELL
$99.84 - $108.44 $43,929 - $47,713
-440 Reduced 2.95%
14,476 $1.49 Million
Q2 2021

Jul 14, 2021
SELL
$102.45 - $110.12 $77,349 - $83,140
-755 Reduced 4.82%
14,916 $1.57 Million
Q1 2021

Apr 26, 2021
BUY
$84.81 - $105.35 $339 - $421
4 Added 0.03%
15,671 $1.6 Million
Q4 2020

Mar 10, 2021
BUY
$68.27 - $86.35 $1.07 Million - $1.35 Million
15,667 New
15,667 $1.48 Million

Others Institutions Holding IJJ

# of Institutions
902
Shares Held
43M
Call Options Held
100
Put Options Held
216
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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