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

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 28,381 shares of IWR stock, worth $2.61 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

28,381

Previous 26,929 5.39%

Holding current value

$2.61 Million

Previous $2.37 Million 5.69%

% of portfolio

0.47%

Previous 0.46%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$87.25 - $95.52 $126,687 - $138,695	1,452 Added 5.39%	28,381 $2.51 Million
Q3 2024 Oct 08, 2024	SELL	$79.92 - $88.19 $17,502 - $19,313	-219 Reduced 0.81%	26,929 $2.37 Million
Q2 2024 Jul 17, 2024	SELL	$78.66 - $83.59 $174,625 - $185,569	-2,220 Reduced 7.56%	27,148 $2.2 Million
Q1 2024 Apr 10, 2024	BUY	$75.37 - $84.09 $14,169 - $15,808	188 Added 0.64%	29,368 $2.47 Million
Q4 2023 Jan 10, 2024	BUY	$64.84 - $78.27 $47,268 - $57,058	729 Added 2.56%	29,180 $2.27 Million
Q3 2023 Oct 10, 2023	SELL	$68.54 - $75.91 $71,829 - $79,553	-1,048 Reduced 3.55%	28,451 $1.97 Million
Q2 2023 Jul 07, 2023	BUY	$67.49 - $73.03 $403,657 - $436,792	5,981 Added 25.43%	29,499 $2.15 Million
Q1 2023 Apr 28, 2023	BUY	$66.27 - $75.04 $1,988 - $2,251	30 Added 0.13%	23,518 $1.64 Million
Q4 2022 Jan 10, 2023	BUY	$62.09 - $71.89 $92,514 - $107,116	1,490 Added 6.77%	23,488 $0
Q3 2022 Oct 07, 2022	BUY	$62.15 - $74.82 $128,091 - $154,204	2,061 Added 10.34%	21,998 $1.37 Million
Q2 2022 Jul 13, 2022	BUY	$62.75 - $78.76 $867,267 - $1.09 Million	13,821 Added 225.98%	19,937 $1.29 Million
Q1 2022 Apr 07, 2022	BUY	$72.29 - $82.89 $5,566 - $6,382	77 Added 1.28%	6,116 $477,000
Q4 2021 Jan 13, 2022	BUY	$78.41 - $85.28 $31,756 - $34,538	405 Added 7.19%	6,039 $501,000
Q3 2021 Oct 12, 2021	BUY	$76.44 - $82.59 $99,754 - $107,779	1,305 Added 30.15%	5,634 $440,000
Q2 2021 Jul 14, 2021	BUY	$74.82 - $79.61 $92,701 - $98,636	1,239 Added 40.1%	4,329 $343,000
Q1 2021 Apr 26, 2021	BUY	$67.45 - $75.68 $12,208 - $13,698	181 Added 6.22%	3,090 $228,000
Q4 2020 Mar 10, 2021	BUY	$57.75 - $68.61 $167,994 - $199,586	2,909 New	2,909 $213,000

Others Institutions Holding IWR

# of Institutions

1,453

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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