Soa Wealth Advisors, Llc. Ishares U.S. Consumer Discreti Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 496 shares of IYC stock, worth $47,953. This represents 0.01% of its overall portfolio holdings.

Number of Shares
496
Previous 495 0.2%
Holding current value
$47,953
Previous $47,000 8.51%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$85.71 - $101.2 $85 - $101
1 Added 0.2%
496 $43,000
Q3 2024

Oct 08, 2024
BUY
$76.12 - $88.31 $76 - $88
1 Added 0.2%
495 $43,000
Q2 2024

Jul 17, 2024
BUY
$76.27 - $81.91 $76 - $81
1 Added 0.2%
494 $40,000
Q4 2023

Jan 10, 2024
BUY
$63.1 - $76.8 $126 - $153
2 Added 0.41%
493 $37,000
Q2 2023

Jul 07, 2023
BUY
$62.69 - $71.17 $62 - $71
1 Added 0.2%
491 $34,000
Q1 2023

Apr 28, 2023
BUY
$56.77 - $67.68 $56 - $67
1 Added 0.2%
490 $31,000
Q4 2022

Jan 10, 2023
BUY
$55.69 - $63.26 $111 - $126
2 Added 0.41%
489 $0
Q2 2022

Jul 13, 2022
BUY
$55.58 - $76.32 $55 - $76
1 Added 0.21%
487 $27,000
Q1 2022

Apr 07, 2022
BUY
$67.88 - $85.29 $67 - $85
1 Added 0.21%
486 $36,000
Q4 2021

Jan 13, 2022
BUY
$77.31 - $86.98 $77 - $86
1 Added 0.21%
485 $40,000
Q2 2021

Jul 14, 2021
BUY
$74.19 - $78.41 $74 - $78
1 Added 0.21%
484 $37,000
Q4 2020

Mar 10, 2021
BUY
$60.62 - $70.5 $29,279 - $34,051
483 New
483 $35,000

Others Institutions Holding IYC

# of Institutions
265
Shares Held
9.82M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email