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

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

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 495 shares of IYC stock, worth $45,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares

495

Previous 495 -0.0%

Holding current value

$45,267

Previous $47,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

271

Shares Held

9.69M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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