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

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 10,768 shares of IWL stock, worth $1.6 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
10,768
Previous 10,768 -0.0%
Holding current value
$1.6 Million
Previous $1.51 Million -0.0%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Oct 08, 2024
BUY
$126.32 - $140.44 $121,393 - $134,962
961 Added 9.8%
10,768 $1.51 Million
Q2 2024

Jul 17, 2024
BUY
$120.51 - $134.58 $304,528 - $340,083
2,527 Added 34.71%
9,807 $1.31 Million
Q1 2024

Apr 10, 2024
BUY
$113.2 - $127.12 $130,519 - $146,569
1,153 Added 18.82%
7,280 $925,000
Q4 2023

Jan 10, 2024
BUY
$99.76 - $115.49 $102,752 - $118,954
1,030 Added 20.21%
6,127 $705,000
Q3 2023

Oct 10, 2023
BUY
$103.05 - $110.14 $113,561 - $121,374
1,102 Added 27.58%
5,097 $526,000
Q2 2023

Jul 07, 2023
BUY
$96.37 - $106.64 $182,139 - $201,549
1,890 Added 89.79%
3,995 $426,000
Q1 2023

Apr 28, 2023
BUY
$89.07 - $98.04 $14,162 - $15,588
159 Added 8.17%
2,105 $204,000
Q4 2022

Jan 10, 2023
BUY
$84.55 - $96.02 $40,753 - $46,281
482 Added 32.92%
1,946 $0
Q2 2022

Jul 13, 2022
BUY
$86.81 - $109.4 $9,635 - $12,143
111 Added 8.2%
1,464 $131,000
Q1 2022

Apr 07, 2022
SELL
$99.32 - $114.92 $14,897 - $17,238
-150 Reduced 9.98%
1,353 $146,000
Q4 2021

Jan 13, 2022
BUY
$102.63 - $114.76 $821 - $918
8 Added 0.54%
1,503 $172,000
Q2 2021

Jul 14, 2021
BUY
$95.79 - $102.81 $15,134 - $16,243
158 Added 11.82%
1,495 $153,000
Q4 2020

Mar 10, 2021
BUY
$78.58 - $90.29 $105,061 - $120,717
1,337 New
1,337 $125,000

Others Institutions Holding IWL

# of Institutions
166
Shares Held
7.17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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