Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Value E Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 33,872 shares of IWX stock, worth $2.9 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
33,872
Previous 37,783 10.35%
Holding current value
$2.9 Million
Previous $3.07 Million 7.19%
% of portfolio
0.32%
Previous 0.36%

Shares

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

Jul 18, 2025
SELL
$73.26 - $84.19 $286,519 - $329,267
-3,911 Reduced 10.35%
33,872 $2.85 Million
Q1 2025

Apr 14, 2025
SELL
$78.54 - $84.86 $99,431 - $107,432
-1,266 Reduced 3.24%
37,783 $3.07 Million
Q4 2024

Jan 28, 2025
SELL
$78.25 - $85.17 $191,790 - $208,751
-2,451 Reduced 5.91%
39,049 $3.09 Million
Q3 2024

Oct 08, 2024
SELL
$74.49 - $81.27 $248,349 - $270,954
-3,334 Reduced 7.44%
41,500 $3.37 Million
Q2 2024

Jul 17, 2024
SELL
$72.57 - $76.65 $824,975 - $871,357
-11,368 Reduced 20.23%
44,834 $3.35 Million
Q1 2024

Apr 10, 2024
SELL
$69.24 - $76.32 $36,558 - $40,296
-528 Reduced 0.93%
56,202 $4.29 Million
Q4 2023

Jan 10, 2024
BUY
$62.27 - $70.35 $1.72 Million - $1.94 Million
27,563 Added 94.5%
56,730 $3.98 Million
Q3 2023

Oct 10, 2023
BUY
$65.37 - $69.65 $1.3 Million - $1.39 Million
19,907 Added 214.98%
29,167 $1.91 Million
Q2 2023

Jul 07, 2023
BUY
$64.02 - $67.44 $592,825 - $624,494
9,260 New
9,260 $624,000

Others Institutions Holding IWX

# of Institutions
231
Shares Held
49.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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