A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 335 shares of IYG stock, worth $22,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
335
Previous 112 199.11%
Holding current value
$22,110
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$154.15 - $169.19 $154 - $169
1 Added 0.93%
109 $0
Q2 2022

Jul 13, 2022

BUY
N/A
1 Added 0.93%
108 $16,000
Q4 2021

Jan 13, 2022

BUY
N/A
1 Added 0.94%
107 $20,000
Q2 2021

Jul 14, 2021

BUY
N/A
1 Added 0.95%
106 $19,000
Q4 2020

Mar 10, 2021

BUY
N/A
105 New
105 $16,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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