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

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

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 1,970 shares of IWO stock, worth $477,823. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,970
Previous 1,981 0.56%
Holding current value
$477,823
Previous $570,000 11.05%
% of portfolio
0.06%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$254.58 - $302.92 $2,800 - $3,332
-11 Reduced 0.56%
1,970 $507,000
Q4 2024

Jan 28, 2025
SELL
$278.19 - $315.36 $11,683 - $13,245
-42 Reduced 2.08%
1,981 $570,000
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
1,154
Shares Held
34.6M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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