Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,466 shares of IYE stock, worth $65,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,466

Previous 1,456 0.69%

Holding current value

$65,193

Previous $66,000 7.58%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$45.23 - $49.95 $452 - $499	10 Added 0.69%	1,466 $71,000
Q4 2024 Jan 28, 2025	BUY	$43.93 - $51.37 $439 - $513	10 Added 0.69%	1,456 $66,000
Q3 2024 Oct 08, 2024	BUY	$44.44 - $49.18 $488 - $540	11 Added 0.77%	1,446 $67,000
Q2 2024 Jul 17, 2024	SELL	$46.21 - $51.17 $16,358 - $18,114	-354 Reduced 19.79%	1,435 $68,000
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	$41.43 - $50.5 $10,606 - $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

340

Shares Held

14.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Ishares Tr Transaction History