Soa Wealth Advisors, Llc. Ishares Russell Mid Cap Growth Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 32,874 shares of IWP stock, worth $4.53 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
32,874
Previous 1,408 2234.8%
Holding current value
$4.53 Million
Previous $165,000 2662.42%
% of portfolio
0.51%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$104.34 - $138.68 $3.28 Million - $4.36 Million
31,466 Added 2234.8%
32,874 $4.56 Million
Q4 2024

Jan 28, 2025
BUY
$116.4 - $138.52 $116 - $138
1 Added 0.07%
1,408 $178,000
Q3 2024

Oct 08, 2024
BUY
$103.87 - $117.59 $103 - $117
1 Added 0.07%
1,407 $165,000
Q1 2024

Apr 10, 2024
BUY
$100.66 - $114.14 $100 - $114
1 Added 0.07%
1,406 $160,000
Q4 2023

Jan 10, 2024
BUY
$85.66 - $105.12 $171 - $210
2 Added 0.14%
1,405 $146,000
Q2 2023

Jul 07, 2023
BUY
$87.72 - $96.63 $87 - $96
1 Added 0.07%
1,403 $135,000
Q1 2023

Apr 28, 2023
BUY
$82.89 - $94.68 $82 - $94
1 Added 0.07%
1,402 $127,000
Q4 2022

Jan 10, 2023
BUY
$77.4 - $89.88 $232 - $269
3 Added 0.21%
1,401 $0
Q2 2022

Jul 13, 2022
BUY
$75.41 - $102.47 $75 - $102
1 Added 0.07%
1,398 $110,000
Q1 2022

Apr 07, 2022
SELL
$89.52 - $114.03 $1,700 - $2,166
-19 Reduced 1.34%
1,397 $140,000
Q4 2021

Jan 13, 2022
SELL
$109.8 - $123.28 $2,086 - $2,342
-19 Reduced 1.32%
1,416 $163,000
Q3 2021

Oct 12, 2021
BUY
$109.39 - $119.47 $87,512 - $95,576
800 Added 125.98%
1,435 $160,000
Q4 2020

Mar 10, 2021
BUY
$86.54 - $104.78 $54,952 - $66,535
635 New
635 $69,000

Others Institutions Holding IWP

# of Institutions
1,240
Shares Held
133M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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