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

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 119,498 shares of IJK stock, worth $11.4 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

119,498

Previous 118,020 1.25%

Holding current value

$11.4 Million

Previous $10.8 Million 0.15%

% of portfolio

2.04%

Previous 2.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$90.66 - $99.46 $133,995 - $147,001	1,478 Added 1.25%	119,498 $10.9 Million
Q3 2024 Oct 08, 2024	SELL	$84.81 - $93.54 $136,120 - $150,131	-1,605 Reduced 1.34%	118,020 $10.8 Million
Q2 2024 Jul 17, 2024	BUY	$84.85 - $91.12 $49,806 - $53,487	587 Added 0.49%	119,625 $10.5 Million
Q1 2024 Apr 10, 2024	SELL	$76.81 - $91.25 $193,023 - $229,311	-2,513 Reduced 2.07%	119,038 $10.9 Million
Q4 2023 Jan 10, 2024	SELL	$67.78 - $80.04 $596,531 - $704,432	-8,801 Reduced 6.75%	121,551 $9.63 Million
Q3 2023 Oct 10, 2023	SELL	$71.48 - $77.94 $355,898 - $388,063	-4,979 Reduced 3.68%	130,352 $9.42 Million
Q2 2023 Jul 07, 2023	BUY	$69.13 - $75.0 $1.66 Million - $1.8 Million	23,978 Added 21.53%	135,331 $10.1 Million
Q1 2023 Apr 28, 2023	BUY	$67.77 - $74.78 $190,840 - $210,580	2,816 Added 2.59%	111,353 $7.96 Million
Q4 2022 Jan 10, 2023	BUY	$63.9 - $72.95 $810,379 - $925,151	12,682 Added 13.23%	108,537 $0
Q3 2022 Oct 07, 2022	BUY	$62.35 - $75.79 $798,890 - $971,097	12,813 Added 15.43%	95,855 $6.04 Million
Q2 2022 Jul 13, 2022	BUY	$61.85 - $78.06 $744,241 - $939,295	12,033 Added 16.95%	83,042 $5.29 Million
Q1 2022 Apr 07, 2022	BUY	$72.34 - $85.19 $35,735 - $42,083	494 Added 0.7%	71,009 $5.49 Million
Q4 2021 Jan 13, 2022	BUY	$79.13 - $87.9 $933,338 - $1.04 Million	11,795 Added 20.09%	70,515 $6.01 Million
Q3 2021 Oct 12, 2021	BUY	$77.71 - $83.6 $1.35 Million - $1.45 Million	17,361 Added 41.98%	58,720 $4.65 Million
Q2 2021 Jul 14, 2021	SELL	$77.05 - $83.36 $366,603 - $396,626	-4,758 Reduced 10.32%	41,359 $3.35 Million
Q1 2021 Apr 26, 2021	SELL	$71.22 - $80.18 $30,054 - $33,835	-422 Reduced 0.91%	46,117 $3.61 Million
Q4 2020 Mar 10, 2021	BUY	$60.53 - $72.82 $2.82 Million - $3.39 Million	46,539 New	46,539 $3.68 Million

Others Institutions Holding IJK

# of Institutions

943

Shares Held

70.7M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Soa Wealth Advisors, Llc. Ishares S&P Midcap 400 Growth Transaction History