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

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,023 shares of IWO stock, worth $587,823. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,023

Previous 2,557 20.88%

Holding current value

$587,823

Previous $671,000 14.46%

% of portfolio

0.11%

Previous 0.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$256.4 - $289.78 $136,917 - $154,742	-534 Reduced 20.88%	2,023 $574,000
Q2 2024 Jul 17, 2024	SELL	$245.29 - $268.7 $160,174 - $175,461	-653 Reduced 20.34%	2,557 $671,000
Q1 2024 Apr 10, 2024	SELL	$239.5 - $270.8 $1,916 - $2,166	-8 Reduced 0.25%	3,210 $869,000
Q4 2023 Jan 10, 2024	BUY	$204.07 - $257.57 $58,976 - $74,437	289 Added 9.87%	3,218 $811,000
Q3 2023 Oct 10, 2023	BUY	$221.24 - $254.04 $221 - $254	1 Added 0.03%	2,929 $656,000
Q2 2023 Jul 07, 2023	SELL	$219.8 - $242.66 $26,376 - $29,119	-120 Reduced 3.94%	2,928 $710,000
Q1 2023 Apr 28, 2023	SELL	$212.51 - $245.01 $7,862 - $9,065	-37 Reduced 1.2%	3,048 $691,000
Q4 2022 Jan 10, 2023	SELL	$205.84 - $231.03 $38,492 - $43,202	-187 Reduced 5.72%	3,085 $0
Q3 2022 Oct 07, 2022	BUY	$202.93 - $248.43 $29,627 - $36,270	146 Added 4.67%	3,272 $675,000
Q2 2022 Jul 13, 2022	SELL	$194.2 - $261.13 $16,507 - $22,196	-85 Reduced 2.65%	3,126 $645,000
Q1 2022 Apr 07, 2022	SELL	$234.1 - $296.68 $33,944 - $43,018	-145 Reduced 4.32%	3,211 $821,000
Q4 2021 Jan 13, 2022	SELL	$280.02 - $327.35 $88,206 - $103,115	-315 Reduced 8.58%	3,356 $987,000
Q3 2021 Oct 12, 2021	BUY	$284.4 - $314.06 $124,282 - $137,244	437 Added 13.51%	3,671 $1.08 Million
Q2 2021 Jul 14, 2021	BUY	$278.74 - $313.3 $518,735 - $583,051	1,861 Added 135.54%	3,234 $1.01 Million
Q1 2021 Apr 26, 2021	BUY	$282.5 - $336.63 $68,647 - $81,801	243 Added 21.5%	1,373 $413,000
Q4 2020 Mar 10, 2021	BUY	$223.17 - $294.86 $252,182 - $333,191	1,130 New	1,130 $376,000

Others Institutions Holding IWO

# of Institutions

990

Shares Held

33.3M

Call Options Held

84K

Put Options Held

36K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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