Soa Wealth Advisors, Llc. Ishares S&P Midcap 400 Value E Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 15,774 shares of IJJ stock, worth $1.98 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,774
Previous 15,774 -0.0%
Holding current value
$1.98 Million
Previous $1.95 Million -0.0%
% of portfolio
0.38%
Previous 0.38%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$111.9 - $124.28 $5,259 - $5,841
-47 Reduced 0.3%
15,774 $1.95 Million
Q2 2024

Jul 17, 2024
SELL
$109.44 - $118.4 $25,608 - $27,705
-234 Reduced 1.46%
15,821 $1.8 Million
Q1 2024

Apr 10, 2024
SELL
$109.27 - $118.29 $54,525 - $59,026
-499 Reduced 3.01%
16,055 $1.9 Million
Q4 2023

Jan 10, 2024
BUY
$93.05 - $115.17 $124,314 - $153,867
1,336 Added 8.78%
16,554 $1.89 Million
Q3 2023

Oct 10, 2023
BUY
$99.46 - $111.92 $696 - $783
7 Added 0.05%
15,218 $1.54 Million
Q2 2023

Jul 07, 2023
SELL
$97.74 - $107.13 $193,622 - $212,224
-1,981 Reduced 11.52%
15,211 $1.63 Million
Q1 2023

Apr 28, 2023
BUY
$97.23 - $116.09 $11,375 - $13,582
117 Added 0.69%
17,192 $1.77 Million
Q4 2022

Jan 10, 2023
BUY
$91.7 - $106.74 $68,133 - $79,307
743 Added 4.55%
17,075 $0
Q3 2022

Oct 07, 2022
SELL
$90.0 - $107.68 $5,670 - $6,783
-63 Reduced 0.38%
16,332 $1.47 Million
Q2 2022

Jul 13, 2022
BUY
$91.51 - $110.2 $60,396 - $72,732
660 Added 4.19%
16,395 $1.55 Million
Q1 2022

Apr 07, 2022
SELL
$102.52 - $112.86 $6,048 - $6,658
-59 Reduced 0.37%
15,735 $1.73 Million
Q4 2021

Jan 13, 2022
BUY
$103.36 - $113.35 $136,228 - $149,395
1,318 Added 9.1%
15,794 $1.75 Million
Q3 2021

Oct 12, 2021
SELL
$99.84 - $108.44 $43,929 - $47,713
-440 Reduced 2.95%
14,476 $1.49 Million
Q2 2021

Jul 14, 2021
SELL
$102.45 - $110.12 $77,349 - $83,140
-755 Reduced 4.82%
14,916 $1.57 Million
Q1 2021

Apr 26, 2021
BUY
$84.81 - $105.35 $339 - $421
4 Added 0.03%
15,671 $1.6 Million
Q4 2020

Mar 10, 2021
BUY
$68.27 - $86.35 $1.07 Million - $1.35 Million
15,667 New
15,667 $1.48 Million

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email