Soa Wealth Advisors, Llc. Ishares S&P Smallcap 600 Value Transaction History

Soa Wealth Advisors, Llc.

  • $477 Million
  • Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 35,789 shares of IJS stock, worth $3.45 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
35,789
Previous 36,242 1.25%
Holding current value
$3.45 Million
Previous $3.74 Million 1.55%
% of portfolio
0.77%
Previous 0.82%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$95.88 - $102.78 $43,433 - $46,559
-453 Reduced 1.25%
35,789 $3.68 Million
Q4 2023

Jan 10, 2024
SELL
$82.1 - $104.53 $97,370 - $123,972
-1,186 Reduced 3.17%
36,242 $3.74 Million
Q3 2023

Oct 10, 2023
SELL
$87.64 - $100.82 $274,225 - $315,465
-3,129 Reduced 7.72%
37,428 $3.34 Million
Q2 2023

Jul 07, 2023
SELL
$87.59 - $95.56 $989,416 - $1.08 Million
-11,296 Reduced 21.78%
40,557 $3.86 Million
Q1 2023

Apr 28, 2023
SELL
$88.82 - $106.56 $42,278 - $50,722
-476 Reduced 0.91%
51,853 $4.85 Million
Q4 2022

Jan 10, 2023
SELL
$89.32 - $97.98 $7,324 - $8,034
-82 Reduced 0.16%
52,329 $0
Q3 2022

Oct 07, 2022
BUY
N/A
3,938 Added 8.12%
52,411 $4.32 Million
Q2 2022

Jul 13, 2022
BUY
N/A
840 Added 1.76%
48,473 $4.32 Million
Q1 2022

Apr 07, 2022
BUY
N/A
507 Added 1.08%
47,633 $4.88 Million
Q4 2021

Jan 13, 2022
BUY
N/A
1,071 Added 2.33%
47,126 $4.93 Million
Q3 2021

Oct 12, 2021
BUY
N/A
525 Added 1.15%
46,055 $4.64 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-1,622 Reduced 3.44%
45,530 $4.8 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-7,589 Reduced 13.86%
47,152 $4.75 Million
Q4 2020

Mar 10, 2021
BUY
N/A
54,741 New
54,741 $5.1 Million

Others Institutions Holding IJS

# of Institutions
810
Shares Held
42.2M
Call Options Held
38.3K
Put Options Held
16K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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