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

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 21,833 shares of IWF stock, worth $9.01 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

21,833

Previous 22,788 4.19%

Holding current value

$9.01 Million

Previous $8.55 Million 2.49%

% of portfolio

1.65%

Previous 1.66%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$370.24 - $418.94 $353,579 - $400,087	-955 Reduced 4.19%	21,833 $8.77 Million
Q3 2024 Oct 08, 2024	SELL	$332.02 - $382.76 $102,262 - $117,890	-308 Reduced 1.33%	22,788 $8.55 Million
Q2 2024 Jul 17, 2024	SELL	$316.15 - $367.33 $127,092 - $147,666	-402 Reduced 1.71%	23,096 $8.42 Million
Q1 2024 Apr 10, 2024	SELL	$294.43 - $339.01 $32,387 - $37,291	-110 Reduced 0.47%	23,498 $7.92 Million
Q4 2023 Jan 10, 2024	SELL	$256.94 - $304.21 $453,756 - $537,234	-1,766 Reduced 6.96%	23,608 $7.16 Million
Q3 2023 Oct 10, 2023	SELL	$263.8 - $285.38 $30,073 - $32,533	-114 Reduced 0.45%	25,374 $6.75 Million
Q2 2023 Jul 07, 2023	SELL	$239.31 - $275.18 $301,291 - $346,451	-1,259 Reduced 4.71%	25,488 $7.01 Million
Q1 2023 Apr 28, 2023	SELL	$209.92 - $244.33 $62,556 - $72,810	-298 Reduced 1.1%	26,747 $6.54 Million
Q4 2022 Jan 10, 2023	BUY	$207.03 - $232.89 $332,283 - $373,788	1,605 Added 6.31%	27,045 $0
Q3 2022 Oct 07, 2022	SELL	$210.4 - $257.47 $25,037 - $30,638	-119 Reduced 0.47%	25,440 $5.35 Million
Q2 2022 Jul 13, 2022	SELL	$209.9 - $283.21 $144,201 - $194,565	-687 Reduced 2.62%	25,559 $5.59 Million
Q1 2022 Apr 07, 2022	BUY	$246.62 - $307.78 $73,492 - $91,718	298 Added 1.15%	26,246 $7.29 Million
Q4 2021 Jan 13, 2022	SELL	$270.99 - $309.52 $365,836 - $417,852	-1,350 Reduced 4.95%	25,948 $7.97 Million
Q3 2021 Oct 12, 2021	SELL	$272.07 - $292.68 $57,678 - $62,048	-212 Reduced 0.77%	27,298 $7.48 Million
Q2 2021 Jul 14, 2021	SELL	$244.58 - $272.16 $431,194 - $479,818	-1,763 Reduced 6.02%	27,510 $7.47 Million
Q1 2021 Apr 26, 2021	SELL	$230.04 - $254.69 $155,967 - $172,679	-678 Reduced 2.26%	29,273 $7.11 Million
Q4 2020 Mar 10, 2021	BUY	$209.58 - $241.25 $6.28 Million - $7.23 Million	29,951 New	29,951 $7.56 Million

Others Institutions Holding IWF

# of Institutions

2,287

Shares Held

201M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Industry ETFs

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