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 25,691 shares of IYR stock, worth $2.41 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

25,691

Previous 26,012 1.23%

Holding current value

$2.41 Million

Previous $2.65 Million 9.78%

% of portfolio

0.45%

Previous 0.51%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$90.74 - $102.87 $29,127 - $33,021	-321 Reduced 1.23%	25,691 $2.39 Million
Q3 2024 Oct 08, 2024	SELL	$86.93 - $103.61 $65,371 - $77,914	-752 Reduced 2.81%	26,012 $2.65 Million
Q2 2024 Jul 17, 2024	SELL	$81.6 - $89.23 $487,233 - $532,792	-5,971 Reduced 18.24%	26,764 $2.35 Million
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	$76.97 - $89.17 $17,703 - $20,509	-230 Reduced 0.45%	51,037 $0
Q3 2022 Oct 07, 2022	BUY	$80.64 - $103.19 $483 - $619	6 Added 0.01%	51,267 $4.17 Million
Q2 2022 Jul 13, 2022	SELL	$86.95 - $112.38 $268,153 - $346,579	-3,084 Reduced 5.67%	51,261 $4.72 Million
Q1 2022 Apr 07, 2022	SELL	$99.21 - $115.26 $52,085 - $60,511	-525 Reduced 0.96%	54,345 $5.88 Million
Q4 2021 Jan 13, 2022	BUY	$103.03 - $116.14 $82,217 - $92,679	798 Added 1.48%	54,870 $6.36 Million
Q3 2021 Oct 12, 2021	BUY	$102.34 - $111.27 $122,296 - $132,967	1,195 Added 2.26%	54,072 $5.54 Million
Q2 2021 Jul 14, 2021	BUY	$93.58 - $104.97 $33,875 - $37,999	362 Added 0.69%	52,877 $5.39 Million
Q1 2021 Apr 26, 2021	SELL	$82.27 - $92.74 $88,357 - $99,602	-1,074 Reduced 2.0%	52,515 $4.83 Million
Q4 2020 Mar 10, 2021	BUY	$76.87 - $86.71 $4.12 Million - $4.65 Million	53,589 New	53,589 $4.79 Million

Others Institutions Holding IYR

# of Institutions

596

Shares Held

57.1M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History