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 213 shares of SHV stock, worth $23,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
213
Previous 206 3.4%
Holding current value
$23,444
Previous $22,000 4.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 10, 2024
BUY
$110.11 - $110.57 $770 - $773
7 Added 3.4%
213 $23,000
Q4 2023

Jan 10, 2024
SELL
$109.86 - $110.59 $3,405 - $3,428
-31 Reduced 13.08%
206 $22,000
Q3 2023

Oct 10, 2023
BUY
$109.99 - $110.5 $439 - $442
4 Added 1.72%
237 $26,000
Q2 2023

Jul 07, 2023
BUY
$110.0 - $110.45 $1,540 - $1,546
14 Added 6.39%
233 $25,000
Q1 2023

Apr 28, 2023
BUY
$109.94 - $110.5 $989 - $994
9 Added 4.29%
219 $24,000
Q4 2022

Jan 10, 2023
BUY
$109.74 - $110.1 $438 - $440
4 Added 1.94%
210 $0
Q3 2022

Oct 07, 2022
BUY
$109.92 - $110.13 $219 - $220
2 Added 0.98%
206 $22,000
Q2 2022

Jul 13, 2022
SELL
$109.96 - $110.28 $1,539 - $1,543
-14 Reduced 6.42%
204 $22,000
Q1 2022

Apr 07, 2022
BUY
$110.22 - $110.4 $661 - $662
6 Added 2.83%
218 $24,000
Q4 2021

Jan 13, 2022
SELL
$110.39 - $110.47 $220 - $220
-2 Reduced 0.93%
212 $23,000
Q3 2021

Oct 12, 2021
BUY
$110.46 - $110.49 $1,325 - $1,325
12 Added 5.94%
214 $23,000
Q2 2021

Jul 14, 2021
BUY
$110.48 - $110.53 $1,657 - $1,657
15 Added 8.02%
202 $22,000
Q1 2021

Apr 26, 2021
BUY
$110.51 - $110.53 $442 - $442
4 Added 2.19%
187 $20,000
Q4 2020

Mar 10, 2021
BUY
$110.51 - $110.7 $20,223 - $20,258
183 New
183 $20,000

Others Institutions Holding SHV

# of Institutions
711
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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