Soa Wealth Advisors, Llc. Ishares U.S. Consumer Staples Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 573 shares of IYK stock, worth $40,791. This represents 0.0% of its overall portfolio holdings.

Number of Shares

573

Previous 571 0.35%

Holding current value

$40,791

Previous $37,000 8.11%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$63.29 - $71.8 $126 - $143	2 Added 0.35%	573 $40,000
Q4 2024 Jan 28, 2025	BUY	$65.32 - $70.92 $326 - $354	5 Added 0.88%	571 $37,000
Q3 2024 Oct 08, 2024	BUY	$65.27 - $72.12 $261 - $288	4 Added 0.71%	566 $39,000
Q2 2024 Jul 17, 2024	BUY	$64.04 - $68.25 $192 - $204	3 Added 0.54%	562 $36,000
Q1 2024 Apr 10, 2024	BUY	$65.5 - $197.39 $24,431 - $73,626	373 Added 200.54%	559 $37,000
Q4 2023 Jan 10, 2024	BUY	$178.71 - $194.11 $536 - $582	3 Added 1.64%	186 $35,000
Q2 2023 Jul 07, 2023	BUY	$194.31 - $207.61 $194 - $207	1 Added 0.55%	183 $36,000
Q1 2023 Apr 28, 2023	BUY	$190.43 - $204.74 $190 - $204	1 Added 0.55%	182 $36,000
Q4 2022 Jan 10, 2023	BUY	$59.77 - $210.04 $179 - $630	3 Added 1.69%	181 $0
Q2 2022 Jul 13, 2022	BUY	$185.26 - $213.41 $185 - $213	1 Added 0.56%	178 $34,000
Q4 2021 Jan 13, 2022	BUY	$179.86 - $200.18 $359 - $400	2 Added 1.14%	177 $35,000
Q2 2021 Jul 14, 2021	BUY	$175.59 - $184.13 $175 - $184	1 Added 0.57%	175 $32,000
Q4 2020 Mar 10, 2021	BUY	$144.79 - $173.41 $25,193 - $30,173	174 New	174 $31,000

Others Institutions Holding IYK

# of Institutions

274

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares U.S. Consumer Staples Transaction History