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 339 shares of IYG stock, worth $28,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares

339

Previous 338 0.3%

Holding current value

$28,743

Previous $26,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$74.6 - $84.81 $74 - $84	1 Added 0.3%	339 $26,000
Q4 2024 Jan 28, 2025	BUY	$70.24 - $82.34 $70 - $82	1 Added 0.3%	338 $26,000
Q3 2024 Oct 08, 2024	BUY	$64.2 - $71.76 $64 - $71	1 Added 0.3%	337 $23,000
Q2 2024 Jul 17, 2024	BUY	$62.27 - $67.11 $62 - $67	1 Added 0.3%	336 $21,000
Q1 2024 Apr 10, 2024	BUY	$63.91 - $191.92 $14,251 - $42,798	223 Added 199.11%	335 $22,000
Q4 2023 Jan 10, 2024	BUY	$145.02 - $179.81 $290 - $359	2 Added 1.82%	112 $20,000
Q1 2023 Apr 28, 2023	BUY	$145.23 - $176.24 $145 - $176	1 Added 0.92%	110 $16,000
Q4 2022 Jan 10, 2023	BUY	$46.92 - $169.19 $46 - $169	1 Added 0.93%	109 $0
Q2 2022 Jul 13, 2022	BUY	$48.28 - $60.23 $48 - $60	1 Added 0.93%	108 $16,000
Q4 2021 Jan 13, 2022	BUY	$61.79 - $67.85 $61 - $67	1 Added 0.94%	107 $20,000
Q2 2021 Jul 14, 2021	BUY	$57.88 - $63.59 $57 - $63	1 Added 0.95%	106 $19,000
Q4 2020 Mar 10, 2021	BUY	$39.45 - $50.02 $4,142 - $5,252	105 New	105 $16,000

Others Institutions Holding IYG

# of Institutions

289

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

View Full List

About ISHARES TR

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