Soa Wealth Advisors, Llc. Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 7,710 shares of IVW stock, worth $923,349. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,710

Previous 9,022 14.54%

Holding current value

$923,349

Previous $834,000 1.68%

% of portfolio

0.09%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$82.96 - $110.1 $108,843 - $144,451	-1,312 Reduced 14.54%	7,710 $848,000
Q1 2025 Apr 14, 2025	BUY	$92.45 - $106.69 $739 - $853	8 Added 0.09%	9,022 $834,000
Q4 2024 Jan 28, 2025	BUY	$94.43 - $105.47 $944 - $1,054	10 Added 0.11%	9,014 $915,000
Q3 2024 Oct 08, 2024	BUY	$84.77 - $97.13 $932 - $1,068	11 Added 0.12%	9,004 $862,000
Q2 2024 Jul 17, 2024	BUY	$79.31 - $93.31 $475 - $559	6 Added 0.07%	8,993 $832,000
Q1 2024 Apr 10, 2024	BUY	$72.87 - $85.14 $218 - $255	3 Added 0.03%	8,987 $758,000
Q4 2023 Jan 10, 2024	SELL	$65.78 - $75.4 $27,298 - $31,291	-415 Reduced 4.42%	8,984 $674,000
Q3 2023 Oct 10, 2023	BUY	$68.05 - $72.66 $73,221 - $78,182	1,076 Added 12.93%	9,399 $643,000
Q2 2023 Jul 07, 2023	SELL	$63.21 - $70.48 $22,313 - $24,879	-353 Reduced 4.07%	8,323 $586,000
Q1 2023 Apr 28, 2023	BUY	$57.25 - $63.89 $14,656 - $16,355	256 Added 3.04%	8,676 $554,000
Q4 2022 Jan 10, 2023	BUY	$56.73 - $63.56 $241,556 - $270,638	4,258 Added 102.31%	8,420 $0
Q2 2022 Jul 13, 2022	BUY	$58.13 - $77.8 $21,217 - $28,397	365 Added 9.61%	4,162 $251,000
Q1 2022 Apr 07, 2022	BUY	$68.33 - $84.32 $188,932 - $233,144	2,765 Added 267.93%	3,797 $290,000
Q4 2020 Mar 10, 2021	BUY	$56.17 - $63.82 $57,967 - $65,862	1,032 New	1,032 $68,000

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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