Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,062 shares of ITA stock, worth $219,037. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,034 2.71%
Holding current value
$219,037
Previous $195,000 13.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 21, 2025
BUY
$184.73 - $209.26 $5,172 - $5,859
28 Added 2.71%
1,062 $222,000
Q2 2025

Jul 18, 2025
SELL
$135.31 - $188.64 $4.23 Million - $5.89 Million
-31,231 Reduced 96.8%
1,034 $195,000
Q1 2025

Apr 14, 2025
BUY
$144.84 - $159.5 $4.52 Million - $4.98 Million
31,231 Added 3020.41%
32,265 $4.94 Million
Q1 2023

Apr 28, 2023
BUY
$108.43 - $117.74 $37,516 - $40,738
346 Added 50.29%
1,034 $118,000
Q2 2022

Jul 13, 2022
BUY
$93.66 - $112.65 $36,527 - $43,933
390 Added 130.87%
688 $68,000
Q1 2022

Apr 07, 2022
BUY
$98.82 - $112.95 $29,448 - $33,659
298 New
298 $33,000

Others Institutions Holding ITA

# of Institutions
881
Shares Held
21.4M
Call Options Held
1.04M
Put Options Held
441K
View Full List

About ISHARES TR

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