Soa Wealth Advisors, Llc. Ishares S&P 500 Value ETF Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 7,006 shares of IVE stock, worth $1.37 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,006

Previous 7,311 4.17%

Holding current value

$1.37 Million

Previous $1.44 Million 7.22%

% of portfolio

0.25%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$189.5 - $206.17 $57,797 - $62,881	-305 Reduced 4.17%	7,006 $1.34 Million
Q3 2024 Oct 08, 2024	BUY	$181.06 - $197.17 $1,448 - $1,577	8 Added 0.11%	7,311 $1.44 Million
Q2 2024 Jul 17, 2024	BUY	$176.58 - $186.7 $1,059 - $1,120	6 Added 0.08%	7,303 $1.33 Million
Q1 2024 Apr 10, 2024	SELL	$171.09 - $186.81 $59,026 - $64,449	-345 Reduced 4.51%	7,297 $1.36 Million
Q3 2023 Oct 10, 2023	BUY	$153.33 - $166.75 $46,918 - $51,025	306 Added 4.17%	7,642 $1.18 Million
Q4 2022 Jan 10, 2023	BUY	$129.68 - $151.79 $167,027 - $195,505	1,288 Added 21.3%	7,336 $0
Q4 2020 Mar 10, 2021	BUY	$109.93 - $128.18 $664,856 - $775,232	6,048 New	6,048 $805,000

Others Institutions Holding IVE

# of Institutions

1,576

Shares Held

140M

Call Options Held

83.1K

Put Options Held

27.9K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Soa Wealth Advisors, Llc. Ishares S&P 500 Value ETF Transaction History