Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$491 Million
Q2 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 4,129 shares of IYF stock, worth $426,030. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,129

Previous 4,115 0.34%

Holding current value

$426,030

Previous $393,000 0.76%

% of portfolio

0.08%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$89.39 - $96.85 $1,251 - $1,355	14 Added 0.34%	4,129 $390,000
Q1 2024 Apr 10, 2024	BUY	$83.91 - $95.65 $1,090 - $1,243	13 Added 0.32%	4,115 $393,000
Q4 2023 Jan 10, 2024	BUY	$70.7 - $85.68 $2,898 - $3,512	41 Added 1.01%	4,102 $350,000
Q2 2023 Jul 07, 2023	BUY	$68.91 - $74.74 $1,102 - $1,195	16 Added 0.4%	4,061 $302,000
Q1 2023 Apr 28, 2023	BUY	$68.23 - $82.05 $1,296 - $1,558	19 Added 0.47%	4,045 $287,000
Q4 2022 Jan 10, 2023	BUY	$67.64 - $80.38 $2,840 - $3,375	42 Added 1.05%	4,026 $0
Q3 2022 Oct 07, 2022	SELL	$67.55 - $79.83 $28,776 - $34,007	-426 Reduced 9.66%	3,984 $269,000
Q2 2022 Jul 13, 2022	SELL	$67.96 - $84.37 $1,902 - $2,362	-28 Reduced 0.63%	4,410 $308,000
Q1 2022 Apr 07, 2022	BUY	$78.62 - $91.32 $1,415 - $1,643	18 Added 0.41%	4,438 $375,000
Q4 2021 Jan 13, 2022	BUY	$83.02 - $90.24 $2,739 - $2,977	33 Added 0.75%	4,420 $383,000
Q3 2021 Oct 12, 2021	BUY	$79.17 - $85.45 $21,375 - $23,071	270 Added 6.56%	4,387 $362,000
Q2 2021 Jul 14, 2021	BUY	$75.91 - $83.61 $7,894 - $8,695	104 Added 2.59%	4,117 $333,000
Q4 2020 Mar 10, 2021	BUY	$55.06 - $66.77 $220,955 - $267,948	4,013 New	4,013 $280,000

Others Institutions Holding IYF

# of Institutions

388

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History