Soa Wealth Advisors, Llc. Ishares Russell 2000 ETF Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 145,436 shares of IWM stock, worth $30.4 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

145,436

Previous 4,841 2904.26%

Holding current value

$30.4 Million

Previous $1.07 Million 2627.03%

% of portfolio

3.43%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$198.1 - $229.79 $27.9 Million - $32.3 Million	140,595 Added 2904.26%	145,436 $29.2 Million
Q4 2024 Jan 28, 2025	BUY	$216.13 - $242.4 $119,303 - $133,804	552 Added 12.87%	4,841 $1.07 Million
Q3 2024 Oct 08, 2024	BUY	$200.87 - $224.6 $2,209 - $2,470	11 Added 0.26%	4,289 $947,000
Q2 2024 Jul 17, 2024	SELL	$192.84 - $209.44 $39,339 - $42,725	-204 Reduced 4.55%	4,278 $867,000
Q1 2024 Apr 10, 2024	BUY	$189.48 - $210.3 $25,200 - $27,969	133 Added 3.06%	4,482 $942,000
Q4 2023 Jan 10, 2024	BUY	$162.21 - $204.82 $51,907 - $65,542	320 Added 7.94%	4,349 $872,000
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $31,036 - $35,370	-178 Reduced 4.23%	4,029 $712,000
Q2 2023 Jul 07, 2023	BUY	$170.4 - $187.93 $153,871 - $169,700	903 Added 27.33%	4,207 $787,000
Q1 2023 Apr 28, 2023	BUY	$170.25 - $198.32 $170 - $198	1 Added 0.03%	3,304 $589,000
Q4 2022 Jan 10, 2023	BUY	$166.81 - $188.05 $171,647 - $193,503	1,029 Added 45.25%	3,303 $0
Q2 2022 Jul 13, 2022	BUY	$163.9 - $207.91 $163 - $207	1 Added 0.04%	2,274 $385,000
Q4 2021 Jan 13, 2022	SELL	$212.12 - $242.56 $25,666 - $29,349	-121 Reduced 5.05%	2,273 $506,000
Q3 2021 Oct 12, 2021	BUY	$211.73 - $231.39 $22,866 - $24,990	108 Added 4.72%	2,394 $523,000
Q2 2021 Jul 14, 2021	SELL	$211.85 - $232.89 $22,667 - $24,919	-107 Reduced 4.47%	2,286 $524,000
Q1 2021 Apr 26, 2021	BUY	$193.5 - $234.42 $774 - $937	4 Added 0.17%	2,393 $528,000
Q4 2020 Mar 10, 2021	BUY	$152.18 - $199.14 $363,558 - $475,745	2,389 New	2,389 $542,000

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Ishares Russell 2000 ETF Transaction History