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

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 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 22,788 shares of IWF stock, worth $9.28 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
22,788
Previous 22,788 -0.0%
Holding current value
$9.28 Million
Previous $8.55 Million -0.0%
% of portfolio
1.66%
Previous 1.66%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,219
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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