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

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

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 84,586 shares of IJK stock, worth $7.99 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
84,586
Previous 98,279 13.93%
Holding current value
$7.99 Million
Previous $8.94 Million 9.29%
% of portfolio
0.84%
Previous 1.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$91.28 - $97.59 $1.25 Million - $1.34 Million
-13,693 Reduced 13.93%
84,586 $8.11 Million
Q2 2025

Jul 18, 2025
SELL
$73.7 - $90.98 $1.77 Million - $2.18 Million
-23,981 Reduced 19.61%
98,279 $8.94 Million
Q1 2025

Apr 14, 2025
BUY
$81.62 - $96.63 $225,434 - $266,892
2,762 Added 2.31%
122,260 $10.2 Million
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
997
Shares Held
64.4M
Call Options Held
6.5K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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