Soa Wealth Advisors, Llc. Ishares Russell2000 Val ETF Transaction History

Soa Wealth Advisors, Llc.

  • $491 Million
  • Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 683 shares of IWN stock, worth $114,129. This represents 0.02% of its overall portfolio holdings.

Number of Shares
683
Previous 680 0.44%
Holding current value
$114,129
Previous $107,000 2.8%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $438 - $476
3 Added 0.44%
683 $104,000
Q1 2024

Apr 10, 2024
BUY
$145.61 - $158.81 $291 - $317
2 Added 0.29%
680 $107,000
Q4 2023

Jan 10, 2024
BUY
$125.51 - $158.2 $1,129 - $1,423
9 Added 1.35%
678 $105,000
Q2 2023

Jul 07, 2023
SELL
$128.93 - $142.33 $76,971 - $84,971
-597 Reduced 47.16%
669 $94,000
Q1 2023

Apr 28, 2023
BUY
$130.78 - $156.96 $392 - $470
3 Added 0.24%
1,266 $173,000
Q4 2022

Jan 10, 2023
BUY
$131.32 - $149.64 $1,313 - $1,496
10 Added 0.8%
1,263 $0
Q2 2022

Jul 13, 2022
BUY
$134.47 - $162.71 $403 - $488
3 Added 0.24%
1,253 $170,000
Q1 2022

Apr 07, 2022
BUY
$151.25 - $169.21 $302 - $338
2 Added 0.16%
1,250 $201,000
Q4 2021

Jan 13, 2022
BUY
$157.31 - $176.88 $1,101 - $1,238
7 Added 0.56%
1,248 $207,000
Q3 2021

Oct 12, 2021
SELL
$152.99 - $167.43 $51,710 - $56,591
-338 Reduced 21.41%
1,241 $199,000
Q2 2021

Jul 14, 2021
BUY
$156.91 - $173.97 $47,229 - $52,364
301 Added 23.55%
1,579 $261,000
Q1 2021

Apr 26, 2021
BUY
$130.0 - $169.53 $78,520 - $102,396
604 Added 89.61%
1,278 $203,000
Q4 2020

Mar 10, 2021
BUY
$100.9 - $132.3 $68,006 - $89,170
674 New
674 $102,000

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.4M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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