Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 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 337 shares of IYG stock, worth $26,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares

337

Previous 337 -0.0%

Holding current value

$26,427

Previous $23,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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