Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,789 shares of IYE stock, worth $86,211. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,789

Previous 2,299 22.18%

Holding current value

$86,211

Previous $101,000 12.87%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$41.9 - $49.4 $21,369 - $25,194	-510 Reduced 22.18%	1,789 $88,000
Q4 2023 Jan 10, 2024	SELL	$42.54 - $48.28 $9,316 - $10,573	-219 Reduced 8.7%	2,299 $101,000
Q2 2023 Jul 07, 2023	BUY	$40.39 - $45.87 $484 - $550	12 Added 0.48%	2,518 $107,000
Q1 2023 Apr 28, 2023	BUY	$40.63 - $49.07 $690 - $834	17 Added 0.68%	2,506 $109,000
Q4 2022 Jan 10, 2023	SELL	$44.46 - $50.5 $11,381 - $12,928	-256 Reduced 9.33%	2,489 $0

Q2 2022 Jul 13, 2022	BUY	$37.64 - $48.83 $677 - $878	18 Added 0.66%	2,745 $104,000
Q1 2022 Apr 07, 2022	BUY	$31.0 - $42.12 $4,247 - $5,770	137 Added 5.29%	2,727 $111,000
Q4 2021 Jan 13, 2022	BUY	$28.79 - $32.36 $1,180 - $1,326	41 Added 1.61%	2,590 $77,000
Q2 2021 Jul 14, 2021	BUY	$25.2 - $30.0 $6,879 - $8,190	273 Added 11.99%	2,549 $74,000
Q4 2020 Mar 10, 2021	BUY	$14.89 - $22.07 $33,889 - $50,231	2,276 New	2,276 $54,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

View Full List

About ISHARES TR

Ticker IYE
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Soa Wealth Advisors, Llc. Ishares Tr Transaction History