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

Soa Wealth Advisors, Llc.

  • $944 Million
  • Q4 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 26,726 shares of IJS stock, worth $2.94 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
26,726
Previous 27,680 3.45%
Holding current value
$2.94 Million
Previous $3.06 Million 3.82%
% of portfolio
0.31%
Previous 0.32%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$105.91 - $113.18 $101,038 - $107,973
-954 Reduced 3.45%
26,726 $2.94 Million
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
927
Shares Held
39.1M
Call Options Held
27.8K
Put Options Held
14.9K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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