Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Value E Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 33,077 shares of IWX stock, worth $2.95 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

33,077

Previous 33,872 2.35%

Holding current value

$2.95 Million

Previous $2.85 Million 1.93%

% of portfolio

0.3%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$83.04 - $87.88 $66,016 - $69,864	-795 Reduced 2.35%	33,077 $2.91 Million
Q2 2025 Jul 18, 2025	SELL	$73.26 - $84.19 $286,519 - $329,267	-3,911 Reduced 10.35%	33,872 $2.85 Million
Q1 2025 Apr 14, 2025	SELL	$78.54 - $84.86 $99,431 - $107,432	-1,266 Reduced 3.24%	37,783 $3.07 Million
Q4 2024 Jan 28, 2025	SELL	$78.25 - $85.17 $191,790 - $208,751	-2,451 Reduced 5.91%	39,049 $3.09 Million
Q3 2024 Oct 08, 2024	SELL	$74.49 - $81.27 $248,349 - $270,954	-3,334 Reduced 7.44%	41,500 $3.37 Million

Q2 2024 Jul 17, 2024	SELL	$72.57 - $76.65 $824,975 - $871,357	-11,368 Reduced 20.23%	44,834 $3.35 Million
Q1 2024 Apr 10, 2024	SELL	$69.24 - $76.32 $36,558 - $40,296	-528 Reduced 0.93%	56,202 $4.29 Million
Q4 2023 Jan 10, 2024	BUY	$62.27 - $70.35 $1.72 Million - $1.94 Million	27,563 Added 94.5%	56,730 $3.98 Million
Q3 2023 Oct 10, 2023	BUY	$65.37 - $69.65 $1.3 Million - $1.39 Million	19,907 Added 214.98%	29,167 $1.91 Million
Q2 2023 Jul 07, 2023	BUY	$64.02 - $67.44 $592,825 - $624,494	9,260 New	9,260 $624,000

Others Institutions Holding IWX

# of Institutions

239

Shares Held

45.2M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Value E Transaction History