Soa Wealth Advisors, Llc. Ishares S&P Small Cap 600 Grow Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 57,023 shares of IJT stock, worth $6.88 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

57,023

Previous 57,407 0.67%

Holding current value

$6.88 Million

Previous $7.77 Million 9.39%

% of portfolio

0.83%

Previous 1.46%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$121.0 - $142.28 $46,464 - $54,635	-384 Reduced 0.67%	57,023 $7.04 Million
Q4 2024 Jan 28, 2025	SELL	$134.53 - $150.65 $142,198 - $159,237	-1,057 Reduced 1.81%	57,407 $7.77 Million
Q3 2024 Oct 08, 2024	SELL	$127.29 - $141.5 $169,677 - $188,619	-1,333 Reduced 2.23%	58,464 $8.16 Million
Q2 2024 Jul 17, 2024	SELL	$121.57 - $132.2 $399,600 - $434,541	-3,287 Reduced 5.21%	59,797 $7.68 Million
Q1 2024 Apr 10, 2024	SELL	$119.97 - $130.73 $281,449 - $306,692	-2,346 Reduced 3.59%	63,084 $8.25 Million
Q4 2023 Jan 10, 2024	SELL	$103.08 - $127.26 $399,022 - $492,623	-3,871 Reduced 5.59%	65,430 $8.19 Million
Q3 2023 Oct 10, 2023	SELL	$108.37 - $120.85 $482,354 - $537,903	-4,451 Reduced 6.04%	69,301 $7.6 Million
Q2 2023 Jul 07, 2023	SELL	$104.35 - $114.93 $257,222 - $283,302	-2,465 Reduced 3.23%	73,752 $8.48 Million
Q1 2023 Apr 28, 2023	SELL	$105.46 - $120.16 $87,426 - $99,612	-829 Reduced 1.08%	76,217 $8.38 Million
Q4 2022 Jan 10, 2023	BUY	$102.93 - $117.14 $401,118 - $456,494	3,897 Added 5.33%	77,046 $0
Q3 2022 Oct 07, 2022	BUY	$100.74 - $123.41 $487,380 - $597,057	4,838 Added 7.08%	73,149 $7.44 Million
Q2 2022 Jul 13, 2022	BUY	$101.11 - $126.58 $967,521 - $1.21 Million	9,569 Added 16.29%	68,311 $7.19 Million
Q1 2022 Apr 07, 2022	BUY	$119.16 - $140.17 $45,638 - $53,685	383 Added 0.66%	58,742 $7.35 Million
Q4 2021 Jan 13, 2022	BUY	$130.52 - $143.62 $1.4 Million - $1.54 Million	10,721 Added 22.51%	58,359 $8.11 Million
Q3 2021 Oct 12, 2021	BUY	$125.08 - $136.86 $987,506 - $1.08 Million	7,895 Added 19.87%	47,638 $6.19 Million
Q2 2021 Jul 14, 2021	SELL	$122.71 - $133.56 $972,844 - $1.06 Million	-7,928 Reduced 16.63%	39,743 $5.27 Million
Q1 2021 Apr 26, 2021	SELL	$113.22 - $134.41 $130,429 - $154,840	-1,152 Reduced 2.36%	47,671 $6.11 Million
Q4 2020 Mar 10, 2021	BUY	$89.39 - $115.31 $4.36 Million - $5.63 Million	48,823 New	48,823 $6.49 Million

Others Institutions Holding IJT

# of Institutions

803

Shares Held

27.9M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Soa Wealth Advisors, Llc. Ishares S&P Small Cap 600 Grow Transaction History