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

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

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 6,892 shares of IVE stock, worth $1.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,892

Previous 6,879 0.19%

Holding current value

$1.4 Million

Previous $1.3 Million 3.7%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$168.34 - $195.42 $2,188 - $2,540	13 Added 0.19%	6,892 $1.35 Million
Q1 2025 Apr 14, 2025	SELL	$185.78 - $198.58 $23,594 - $25,219	-127 Reduced 1.81%	6,879 $1.3 Million
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

1,710

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

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