Soa Wealth Advisors, Llc. Ishares S&P Smallcap 600 Value Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 27,680 shares of IJS stock, worth $3.05 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

27,680

Previous 28,765 3.77%

Holding current value

$3.05 Million

Previous $2.86 Million 6.99%

% of portfolio

0.32%

Previous 0.32%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$98.99 - $112.2 $107,404 - $121,737	-1,085 Reduced 3.77%	27,680 $3.06 Million
Q2 2025 Jul 18, 2025	SELL	$83.54 - $100.04 $165,576 - $198,279	-1,982 Reduced 6.45%	28,765 $2.86 Million
Q1 2025 Apr 14, 2025	SELL	$96.3 - $112.23 $41,890 - $48,820	-435 Reduced 1.4%	30,747 $2.99 Million
Q4 2024 Jan 28, 2025	SELL	$104.59 - $118.05 $45,810 - $51,705	-438 Reduced 1.39%	31,182 $3.39 Million
Q3 2024 Oct 08, 2024	SELL	$95.81 - $109.03 $213,656 - $243,136	-2,230 Reduced 6.59%	31,620 $3.4 Million

Q2 2024 Jul 17, 2024	SELL	$94.12 - $102.13 $182,498 - $198,030	-1,939 Reduced 5.42%	33,850 $3.29 Million
Q1 2024 Apr 10, 2024	SELL	$95.88 - $102.78 $43,433 - $46,559	-453 Reduced 1.25%	35,789 $3.68 Million
Q4 2023 Jan 10, 2024	SELL	$82.1 - $104.53 $97,370 - $123,972	-1,186 Reduced 3.17%	36,242 $3.74 Million
Q3 2023 Oct 10, 2023	SELL	$87.64 - $100.82 $274,225 - $315,465	-3,129 Reduced 7.72%	37,428 $3.34 Million
Q2 2023 Jul 07, 2023	SELL	$87.59 - $95.56 $989,416 - $1.08 Million	-11,296 Reduced 21.78%	40,557 $3.86 Million
Q1 2023 Apr 28, 2023	SELL	$88.82 - $106.56 $42,278 - $50,722	-476 Reduced 0.91%	51,853 $4.85 Million
Q4 2022 Jan 10, 2023	SELL	$84.57 - $97.98 $6,934 - $8,034	-82 Reduced 0.16%	52,329 $0
Q3 2022 Oct 07, 2022	BUY	$82.45 - $101.32 $324,688 - $398,998	3,938 Added 8.12%	52,411 $4.32 Million
Q2 2022 Jul 13, 2022	BUY	$86.2 - $103.37 $72,408 - $86,830	840 Added 1.76%	48,473 $4.32 Million
Q1 2022 Apr 07, 2022	BUY	$97.08 - $107.22 $49,219 - $54,360	507 Added 1.08%	47,633 $4.88 Million
Q4 2021 Jan 13, 2022	BUY	$99.12 - $110.76 $106,157 - $118,623	1,071 Added 2.33%	47,126 $4.93 Million
Q3 2021 Oct 12, 2021	BUY	$96.17 - $106.29 $50,489 - $55,802	525 Added 1.15%	46,055 $4.64 Million
Q2 2021 Jul 14, 2021	SELL	$99.12 - $110.44 $160,772 - $179,133	-1,622 Reduced 3.44%	45,530 $4.8 Million
Q1 2021 Apr 26, 2021	SELL	$80.37 - $107.94 $609,927 - $819,156	-7,589 Reduced 13.86%	47,152 $4.75 Million
Q4 2020 Mar 10, 2021	BUY	$62.11 - $81.5 $3.4 Million - $4.46 Million	54,741 New	54,741 $5.1 Million

Others Institutions Holding IJS

# of Institutions

912

Shares Held

39.2M

Call Options Held

27.8K

Put Options Held

14.9K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Ishares S&P Smallcap 600 Value Transaction History