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

Soa Wealth Advisors, Llc.

$491 Million
Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 296,167 shares of IWY stock, worth $61.5 Million. This represents 12.94% of its overall portfolio holdings.

Number of Shares

296,167

Previous 321,524 7.89%

Holding current value

$61.5 Million

Previous $62.7 Million 1.28%

% of portfolio

12.94%

Previous 13.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$183.56 - $216.15 $4.65 Million - $5.48 Million	-25,357 Reduced 7.89%	296,167 $63.5 Million
Q1 2024 Apr 10, 2024	BUY	$170.38 - $196.82 $443,499 - $512,322	2,603 Added 0.82%	321,524 $62.7 Million
Q4 2023 Jan 10, 2024	BUY	$149.01 - $175.92 $1.22 Million - $1.44 Million	8,194 Added 2.64%	318,921 $55.9 Million
Q3 2023 Oct 10, 2023	BUY	$152.69 - $164.44 $1.84 Million - $1.98 Million	12,037 Added 4.03%	310,727 $47.8 Million
Q2 2023 Jul 07, 2023	BUY	$136.24 - $158.56 $4.92 Million - $5.72 Million	36,087 Added 13.74%	298,690 $47.4 Million
Q1 2023 Apr 28, 2023	BUY	$117.74 - $138.93 $538,895 - $635,882	4,577 Added 1.77%	262,603 $36.5 Million
Q4 2022 Jan 10, 2023	BUY	$117.64 - $131.34 $1.18 Million - $1.32 Million	10,047 Added 4.05%	258,026 $0
Q3 2022 Oct 07, 2022	BUY	N/A	20,194 Added 8.87%	247,979 $29.6 Million
Q2 2022 Jul 13, 2022	BUY	N/A	95,093 Added 71.66%	227,785 $28.5 Million
Q1 2022 Apr 07, 2022	BUY	N/A	42,751 Added 47.53%	132,692 $21.1 Million
Q4 2021 Jan 13, 2022	BUY	N/A	4,350 Added 5.08%	89,941 $15.7 Million
Q3 2021 Oct 12, 2021	BUY	N/A	1,821 Added 2.17%	85,591 $13.1 Million
Q2 2021 Jul 14, 2021	SELL	N/A	-9,179 Reduced 9.88%	83,770 $12.6 Million
Q1 2021 Apr 26, 2021	BUY	N/A	136 Added 0.15%	92,949 $12.5 Million
Q4 2020 Mar 10, 2021	BUY	N/A	92,813 New	92,813 $12.8 Million

Others Institutions Holding IWY

# of Institutions

512

Shares Held

53.6M

Call Options Held

5.4K

Put Options Held

600

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Growth Transaction History