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

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

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 571 shares of IYK stock, worth $37,891. This represents 0.01% of its overall portfolio holdings.

Number of Shares
571
Previous 566 0.88%
Holding current value
$37,891
Previous $39,000 5.13%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
244
Shares Held
9.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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