Soa Wealth Advisors, Llc. Ishares Tr Russell 200 ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 10,768 shares of IWL stock, worth $1.55 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

10,768

Previous 9,807 9.8%

Holding current value

$1.55 Million

Previous $1.31 Million 15.16%

% of portfolio

0.29%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$126.32 - $140.44 $121,393 - $134,962	961 Added 9.8%	10,768 $1.51 Million
Q2 2024 Jul 17, 2024	BUY	$120.51 - $134.58 $304,528 - $340,083	2,527 Added 34.71%	9,807 $1.31 Million
Q1 2024 Apr 10, 2024	BUY	$113.2 - $127.12 $130,519 - $146,569	1,153 Added 18.82%	7,280 $925,000
Q4 2023 Jan 10, 2024	BUY	$99.76 - $115.49 $102,752 - $118,954	1,030 Added 20.21%	6,127 $705,000
Q3 2023 Oct 10, 2023	BUY	$103.05 - $110.14 $113,561 - $121,374	1,102 Added 27.58%	5,097 $526,000
Q2 2023 Jul 07, 2023	BUY	$96.37 - $106.64 $182,139 - $201,549	1,890 Added 89.79%	3,995 $426,000
Q1 2023 Apr 28, 2023	BUY	$89.07 - $98.04 $14,162 - $15,588	159 Added 8.17%	2,105 $204,000
Q4 2022 Jan 10, 2023	BUY	$84.55 - $96.02 $40,753 - $46,281	482 Added 32.92%	1,946 $0
Q2 2022 Jul 13, 2022	BUY	$86.81 - $109.4 $9,635 - $12,143	111 Added 8.2%	1,464 $131,000
Q1 2022 Apr 07, 2022	SELL	$99.32 - $114.92 $14,897 - $17,238	-150 Reduced 9.98%	1,353 $146,000
Q4 2021 Jan 13, 2022	BUY	$102.63 - $114.76 $821 - $918	8 Added 0.54%	1,503 $172,000
Q2 2021 Jul 14, 2021	BUY	$95.79 - $102.81 $15,134 - $16,243	158 Added 11.82%	1,495 $153,000
Q4 2020 Mar 10, 2021	BUY	$78.58 - $90.29 $105,061 - $120,717	1,337 New	1,337 $125,000

Others Institutions Holding IWL

# of Institutions

164

Shares Held

7.09M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Soa Wealth Advisors, Llc. Ishares Tr Russell 200 ETF Transaction History