Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

  • $477 Million
  • Q1 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 32,735 shares of IYR stock, worth $2.86 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
32,735
Previous 33,992 3.7%
Holding current value
$2.86 Million
Previous $3.11 Million 5.31%
% of portfolio
0.62%
Previous 0.68%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$85.32 - $92.22 $107,247 - $115,920
-1,257 Reduced 3.7%
32,735 $2.94 Million
Q4 2023

Jan 10, 2024
SELL
$73.28 - $92.46 $116,075 - $146,456
-1,584 Reduced 4.45%
33,992 $3.11 Million
Q3 2023

Oct 10, 2023
SELL
$77.12 - $89.86 $34,009 - $39,628
-441 Reduced 1.22%
35,576 $2.78 Million
Q2 2023

Jul 07, 2023
SELL
$80.51 - $86.54 $1.17 Million - $1.26 Million
-14,548 Reduced 28.77%
36,017 $3.12 Million
Q1 2023

Apr 28, 2023
SELL
$78.73 - $95.24 $37,160 - $44,953
-472 Reduced 0.92%
50,565 $4.29 Million
Q4 2022

Jan 10, 2023
SELL
$82.26 - $89.17 $18,919 - $20,509
-230 Reduced 0.45%
51,037 $0
Q3 2022

Oct 07, 2022
BUY
N/A
6 Added 0.01%
51,267 $4.17 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-3,084 Reduced 5.67%
51,261 $4.72 Million
Q1 2022

Apr 07, 2022
SELL
N/A
-525 Reduced 0.96%
54,345 $5.88 Million
Q4 2021

Jan 13, 2022
BUY
N/A
798 Added 1.48%
54,870 $6.36 Million
Q3 2021

Oct 12, 2021
BUY
N/A
1,195 Added 2.26%
54,072 $5.54 Million
Q2 2021

Jul 14, 2021
BUY
N/A
362 Added 0.69%
52,877 $5.39 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-1,074 Reduced 2.0%
52,515 $4.83 Million
Q4 2020

Mar 10, 2021
BUY
N/A
53,589 New
53,589 $4.79 Million

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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