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

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

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 4,289 shares of IWM stock, worth $969,528. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,289
Previous 4,278 0.26%
Holding current value
$969,528
Previous $867,000 9.23%
% of portfolio
0.18%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,542
Shares Held
293M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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