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

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 17,301 shares of IWD stock, worth $3.21 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
17,301
Previous 17,301 -0.0%
Holding current value
$3.21 Million
Previous $3.28 Million -0.0%
% of portfolio
0.64%
Previous 0.64%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$173.36 - $189.8 $39,179 - $42,894
-226 Reduced 1.29%
17,301 $3.28 Million
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $109,263 - $115,487
-645 Reduced 3.55%
17,527 $3.06 Million
Q1 2024

Apr 10, 2024
SELL
$161.84 - $179.11 $323 - $358
-2 Reduced 0.01%
18,172 $3.25 Million
Q4 2023

Jan 10, 2024
SELL
$143.69 - $165.7 $718 - $828
-5 Reduced 0.03%
18,174 $3 Million
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $61,754 - $66,568
-407 Reduced 2.19%
18,179 $2.76 Million
Q2 2023

Jul 07, 2023
SELL
$148.55 - $157.83 $162,365 - $172,508
-1,093 Reduced 5.55%
18,586 $2.93 Million
Q1 2023

Apr 28, 2023
BUY
$145.2 - $161.56 $1,887 - $2,100
13 Added 0.07%
19,679 $3 Million
Q4 2022

Jan 10, 2023
BUY
$136.78 - $158.99 $19,012 - $22,099
139 Added 0.71%
19,666 $0
Q3 2022

Oct 07, 2022
BUY
$135.99 - $161.15 $25,294 - $29,973
186 Added 0.96%
19,527 $2.66 Million
Q2 2022

Jul 13, 2022
SELL
$140.99 - $168.41 $7,895 - $9,430
-56 Reduced 0.29%
19,341 $2.8 Million
Q1 2022

Apr 07, 2022
BUY
$157.15 - $170.51 $52,959 - $57,461
337 Added 1.77%
19,397 $3.22 Million
Q4 2021

Jan 13, 2022
SELL
$157.12 - $168.08 $54,206 - $57,987
-345 Reduced 1.78%
19,060 $3.2 Million
Q3 2021

Oct 12, 2021
BUY
$154.62 - $164.07 $14,534 - $15,422
94 Added 0.49%
19,405 $3.04 Million
Q2 2021

Jul 14, 2021
SELL
$152.86 - $162.4 $191,227 - $203,162
-1,251 Reduced 6.08%
19,311 $3.06 Million
Q1 2021

Apr 26, 2021
BUY
$134.89 - $153.0 $30,754 - $34,884
228 Added 1.12%
20,562 $3.12 Million
Q4 2020

Mar 10, 2021
BUY
$115.84 - $136.73 $2.36 Million - $2.78 Million
20,334 New
20,334 $2.92 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email