Soa Wealth Advisors, Llc. Ishares New York Muni Bond ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 27,398 shares of NYF stock, worth $1.47 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

27,398

Previous 18,810 45.66%

Holding current value

$1.47 Million

Previous $1 Million 48.21%

% of portfolio

0.29%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$53.13 - $54.36 $456,280 - $466,843	8,588 Added 45.66%	27,398 $1.49 Million
Q2 2024 Jul 17, 2024	BUY	$52.78 - $53.61 $906,127 - $920,376	17,168 Added 1045.55%	18,810 $1 Million
Q1 2024 Apr 10, 2024	BUY	$53.63 - $54.28 $41,080 - $41,578	766 Added 87.44%	1,642 $88,000
Q4 2023 Jan 10, 2024	BUY	$50.23 - $54.25 $351 - $379	7 Added 0.81%	876 $47,000
Q3 2023 Oct 10, 2023	BUY	$50.97 - $53.58 $254 - $267	5 Added 0.58%	869 $44,000
Q2 2023 Jul 07, 2023	BUY	$52.46 - $54.12 $262 - $270	5 Added 0.58%	864 $46,000
Q1 2023 Apr 28, 2023	BUY	$52.16 - $53.82 $156 - $161	3 Added 0.35%	859 $45,000
Q4 2022 Jan 10, 2023	SELL	$50.1 - $52.99 $253,455 - $268,076	-5,059 Reduced 85.53%	856 $0
Q3 2022 Oct 07, 2022	BUY	$50.53 - $53.83 $298,884 - $318,404	5,915 New	5,915 $299,000

Others Institutions Holding NYF

# of Institutions

158

Shares Held

8.23M

Call Options Held

Put Options Held

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About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

More about NYF

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Soa Wealth Advisors, Llc. Ishares New York Muni Bond ETF Transaction History