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 $61,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,466

Previous 1,456 0.69%

Holding current value

$61,366

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

343

Shares Held

15.1M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History