Soa Wealth Advisors, Llc. Ishares Tr Russell 1000 ETF Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,119 shares of IWB stock, worth $686,725. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,119
Previous 2,117 0.09%
Holding current value
$686,725
Previous $682,000 5.28%
% of portfolio
0.08%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$302.31 - $337.54 $604 - $675
2 Added 0.09%
2,119 $646,000
Q4 2024

Jan 28, 2025
BUY
$311.11 - $335.64 $933 - $1,006
3 Added 0.14%
2,117 $682,000
Q3 2024

Oct 08, 2024
BUY
$283.28 - $314.39 $566 - $628
2 Added 0.09%
2,114 $664,000
Q2 2024

Jul 17, 2024
BUY
$272.21 - $298.72 $544 - $597
2 Added 0.09%
2,112 $628,000
Q1 2024

Apr 10, 2024
BUY
$257.46 - $288.1 $772 - $864
3 Added 0.14%
2,110 $607,000
Q4 2023

Jan 10, 2024
BUY
$225.16 - $263.17 $1,576 - $1,842
7 Added 0.33%
2,107 $552,000
Q3 2023

Oct 10, 2023
SELL
$234.05 - $252.17 $22,000 - $23,703
-94 Reduced 4.28%
2,100 $493,000
Q2 2023

Jul 07, 2023
BUY
$221.85 - $243.74 $443 - $487
2 Added 0.09%
2,194 $534,000
Q1 2023

Apr 28, 2023
SELL
$208.78 - $230.55 $6,263 - $6,916
-30 Reduced 1.35%
2,192 $493,000
Q4 2022

Jan 10, 2023
BUY
$196.94 - $224.49 $1,575 - $1,795
8 Added 0.36%
2,222 $0
Q2 2022

Jul 13, 2022
SELL
$201.03 - $253.2 $6,030 - $7,596
-30 Reduced 1.34%
2,214 $460,000
Q1 2022

Apr 07, 2022
SELL
$230.48 - $266.11 $8,297 - $9,579
-36 Reduced 1.58%
2,244 $561,000
Q4 2021

Jan 13, 2022
BUY
$241.33 - $266.02 $1,206 - $1,330
5 Added 0.22%
2,280 $605,000
Q3 2021

Oct 12, 2021
SELL
$239.32 - $255.42 $36,855 - $39,334
-154 Reduced 6.34%
2,275 $550,000
Q2 2021

Jul 14, 2021
BUY
$226.48 - $242.11 $1,132 - $1,210
5 Added 0.21%
2,429 $588,000
Q4 2020

Mar 10, 2021
BUY
$182.85 - $211.84 $443,228 - $513,500
2,424 New
2,424 $538,000

Others Institutions Holding IWB

# of Institutions
1,498
Shares Held
96.1M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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