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 20,222 shares of IYH stock, worth $1.11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

20,222

Previous 20,402 0.88%

Holding current value

$1.11 Million

Previous $1.19 Million 2.69%

% of portfolio

0.14%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$58.32 - $62.76 $10,497 - $11,296	-180 Reduced 0.88%	20,222 $1.22 Million
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

557

Shares Held

24.3M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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