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

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

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 1,184 shares of IWS stock, worth $153,185. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,184

Previous 1,179 0.42%

Holding current value

$153,185

Previous $152,000 2.63%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$122.59 - $135.24 $612 - $676	5 Added 0.42%	1,184 $148,000
Q4 2024 Jan 28, 2025	BUY	$128.08 - $140.32 $640 - $701	5 Added 0.43%	1,179 $152,000
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

1,024

Shares Held

97.6M

Call Options Held

9.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

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