Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 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 20,402 shares of IYH stock, worth $1.27 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

20,402

Previous 20,402 -0.0%

Holding current value

$1.27 Million

Previous $1.19 Million -0.0%

% of portfolio

0.22%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$57.53 - $65.24 $12,484 - $14,157	-217 Reduced 1.05%	20,402 $1.19 Million
Q3 2024 Oct 08, 2024	SELL	$60.29 - $66.38 $7,536 - $8,297	-125 Reduced 0.6%	20,619 $1.34 Million
Q2 2024 Jul 17, 2024	SELL	$58.05 - $61.75 $160,101 - $170,306	-2,758 Reduced 11.74%	20,744 $1.27 Million
Q1 2024 Apr 10, 2024	BUY	$60.83 - $309.78 $1.14 Million - $5.81 Million	18,757 Added 395.3%	23,502 $1.45 Million
Q4 2023 Jan 10, 2024	SELL	$257.23 - $286.28 $23,150 - $25,765	-90 Reduced 1.86%	4,745 $1.36 Million
Q3 2023 Oct 10, 2023	SELL	$270.07 - $286.44 $4,591 - $4,869	-17 Reduced 0.35%	4,835 $1.31 Million
Q2 2023 Jul 07, 2023	SELL	$267.13 - $285.74 $1,869 - $2,000	-7 Reduced 0.14%	4,852 $1.36 Million
Q1 2023 Apr 28, 2023	BUY	$260.66 - $283.72 $7,559 - $8,227	29 Added 0.6%	4,859 $1.33 Million
Q4 2022 Jan 10, 2023	BUY	$50.9 - $291.18 $12,979 - $74,250	255 Added 5.57%	4,830 $0
Q3 2022 Oct 07, 2022	BUY	$50.54 - $281.89 $17,082 - $95,278	338 Added 7.98%	4,575 $1.16 Million
Q2 2022 Jul 13, 2022	SELL	$249.77 - $300.0 $57,197 - $68,700	-229 Reduced 5.13%	4,237 $1.14 Million
Q1 2022 Apr 07, 2022	BUY	$266.13 - $297.6 $211,839 - $236,889	796 Added 21.69%	4,466 $1.29 Million
Q4 2021 Jan 13, 2022	SELL	$271.82 - $301.88 $42,947 - $47,697	-158 Reduced 4.13%	3,670 $1.11 Million
Q3 2021 Oct 12, 2021	SELL	$275.57 - $296.34 $1,377 - $1,481	-5 Reduced 0.13%	3,828 $1.06 Million
Q2 2021 Jul 14, 2021	SELL	$251.53 - $273.61 $64,643 - $70,317	-257 Reduced 6.28%	3,833 $1.05 Million
Q1 2021 Apr 26, 2021	SELL	$239.92 - $258.36 $14,395 - $15,501	-60 Reduced 1.45%	4,090 $1.03 Million
Q4 2020 Mar 10, 2021	BUY	$219.61 - $245.91 $911,381 - $1.02 Million	4,150 New	4,150 $1.06 Million

Others Institutions Holding IYH

# of Institutions

548

Shares Held

24.2M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

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