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

Soa Wealth Advisors, Llc.

  • $477 Million
  • Q1 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 119,038 shares of IJK stock, worth $10.4 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
119,038
Previous 121,551 2.07%
Holding current value
$10.4 Million
Previous $9.63 Million 12.81%
% of portfolio
2.27%
Previous 2.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$66.9 - $72.95 $848,425 - $925,151
12,682 Added 13.23%
108,537 $0
Q3 2022

Oct 07, 2022
BUY
N/A
12,813 Added 15.43%
95,855 $6.04 Million
Q2 2022

Jul 13, 2022
BUY
N/A
12,033 Added 16.95%
83,042 $5.29 Million
Q1 2022

Apr 07, 2022
BUY
N/A
494 Added 0.7%
71,009 $5.49 Million
Q4 2021

Jan 13, 2022
BUY
N/A
11,795 Added 20.09%
70,515 $6.01 Million
Q3 2021

Oct 12, 2021
BUY
N/A
17,361 Added 41.98%
58,720 $4.65 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-4,758 Reduced 10.32%
41,359 $3.35 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-422 Reduced 0.91%
46,117 $3.61 Million
Q4 2020

Mar 10, 2021
BUY
N/A
46,539 New
46,539 $3.68 Million

Others Institutions Holding IJK

# of Institutions
866
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
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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