A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,034 shares of ITA stock, worth $159,949. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,034
Previous 1,034 -0.0%
Holding current value
$159,949
Previous $154,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.