Soa Wealth Advisors, Llc. Ishares Russell Mid Cap Growth Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,406 shares of IWP stock, worth $155,053. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,406

Previous 1,405 0.07%

Holding current value

$155,053

Previous $146,000 9.59%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$100.66 - $114.14 $100 - $114	1 Added 0.07%	1,406 $160,000
Q4 2023 Jan 10, 2024	BUY	$85.66 - $105.12 $171 - $210	2 Added 0.14%	1,405 $146,000
Q2 2023 Jul 07, 2023	BUY	$87.72 - $96.63 $87 - $96	1 Added 0.07%	1,403 $135,000
Q1 2023 Apr 28, 2023	BUY	$82.89 - $94.68 $82 - $94	1 Added 0.07%	1,402 $127,000
Q4 2022 Jan 10, 2023	BUY	$81.31 - $89.88 $243 - $269	3 Added 0.21%	1,401 $0

Q2 2022 Jul 13, 2022	BUY	N/A	1 Added 0.07%	1,398 $110,000
Q1 2022 Apr 07, 2022	SELL	N/A	-19 Reduced 1.34%	1,397 $140,000
Q4 2021 Jan 13, 2022	SELL	N/A	-19 Reduced 1.32%	1,416 $163,000
Q3 2021 Oct 12, 2021	BUY	N/A	800 Added 125.98%	1,435 $160,000
Q4 2020 Mar 10, 2021	BUY	N/A	635 New	635 $69,000

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

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Soa Wealth Advisors, Llc. Ishares Russell Mid Cap Growth Transaction History