Soa Wealth Advisors, Llc. Ishares Tr Global Consumer Sta Transaction History

Soa Wealth Advisors, Llc.

$491 Million
Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 7,468 shares of KXI stock, worth $461,671. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,468

Previous 7,765 3.82%

Holding current value

$461,671

Previous $473,000 5.29%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$58.02 - $62.89 $17,231 - $18,678	-297 Reduced 3.82%	7,468 $448,000
Q4 2023 Jan 10, 2024	BUY	$55.14 - $59.83 $8,215 - $8,914	149 Added 1.96%	7,765 $460,000
Q2 2023 Jul 07, 2023	SELL	$59.55 - $64.56 $29,298 - $31,763	-492 Reduced 6.07%	7,616 $466,000
Q4 2022 Jan 10, 2023	BUY	$56.38 - $62.13 $4,172 - $4,597	74 Added 0.92%	8,108 $0
Q2 2022 Jul 13, 2022	SELL	$55.23 - $64.48 $8,118 - $9,478	-147 Reduced 1.8%	8,034 $464,000

Q1 2022 Apr 07, 2022	SELL	$58.19 - $65.21 $18,446 - $20,671	-317 Reduced 3.73%	8,181 $508,000
Q4 2021 Jan 13, 2022	SELL	$59.83 - $64.73 $3,589 - $3,883	-60 Reduced 0.7%	8,498 $547,000
Q2 2021 Jul 14, 2021	SELL	$58.22 - $62.64 $4,948 - $5,324	-85 Reduced 0.98%	8,558 $523,000
Q4 2020 Mar 10, 2021	BUY	$53.15 - $58.49 $459,375 - $505,529	8,643 New	8,643 $491,000

Others Institutions Holding KXI

# of Institutions

140

Shares Held

9.2M

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL CONSUMER STA

Ticker KXI
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Tr Global Consumer Sta Transaction History