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

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 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 7,522 shares of KXI stock, worth $465,536. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,522
Previous 7,417 1.42%
Holding current value
$465,536
Previous $487,000 6.98%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$60.15 - $65.39 $6,315 - $6,865
105 Added 1.42%
7,522 $453,000
Q3 2024

Oct 08, 2024
SELL
$59.84 - $66.17 $3,051 - $3,374
-51 Reduced 0.68%
7,417 $487,000
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
$53.29 - $62.13 $3,943 - $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
132
Shares Held
6.59M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL CONSUMER STA

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