Soa Wealth Advisors, Llc. Ishares Russell Midcap Value E Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,174 shares of IWS stock, worth $164,442. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,174
Previous 1,174 -0.0%
Holding current value
$164,442
Previous $155,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$119.52 - $132.25 $50,915 - $56,338
-426 Reduced 26.63%
1,174 $155,000
Q2 2024

Jul 17, 2024
BUY
$117.31 - $125.13 $469 - $500
4 Added 0.25%
1,600 $193,000
Q3 2023

Oct 10, 2023
BUY
$103.48 - $114.68 $44,599 - $49,427
431 Added 37.0%
1,596 $166,000
Q4 2022

Jan 10, 2023
BUY
$96.57 - $111.69 $112,504 - $130,118
1,165 New
1,165 $0
Q2 2021

Jul 14, 2021
SELL
$110.51 - $117.85 $43,209 - $46,079
-391 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$95.27 - $111.97 $37,250 - $43,780
391 New
391 $42,000

Others Institutions Holding IWS

# of Institutions
940
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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