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

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

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 251,619 shares of IWY stock, worth $69.5 Million. This represents 7.17% of its overall portfolio holdings.

Number of Shares
251,619
Previous 248,717 1.17%
Holding current value
$69.5 Million
Previous $61.3 Million 12.3%
% of portfolio
7.17%
Previous 6.83%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$243.93 - $275.62 $707,884 - $799,849
2,902 Added 1.17%
251,619 $68.9 Million
Q2 2025

Jul 18, 2025
BUY
$187.5 - $246.51 $2.53 Million - $3.33 Million
13,515 Added 5.75%
248,717 $61.3 Million
Q1 2025

Apr 14, 2025
SELL
$210.19 - $243.33 $13.1 Million - $15.1 Million
-62,088 Reduced 20.88%
235,202 $49.5 Million
Q4 2024

Jan 28, 2025
BUY
$216.72 - $244.71 $178,794 - $201,885
825 Added 0.28%
297,290 $69.9 Million
Q3 2024

Oct 08, 2024
BUY
$194.66 - $225.97 $58,008 - $67,339
298 Added 0.1%
296,465 $65.2 Million
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
$117.55 - $131.34 $1.18 Million - $1.32 Million
10,047 Added 4.05%
258,026 $0
Q3 2022

Oct 07, 2022
BUY
$119.49 - $146.95 $2.41 Million - $2.97 Million
20,194 Added 8.87%
247,979 $29.6 Million
Q2 2022

Jul 13, 2022
BUY
$120.18 - $161.96 $11.4 Million - $15.4 Million
95,093 Added 71.66%
227,785 $28.5 Million
Q1 2022

Apr 07, 2022
BUY
$141.01 - $175.1 $6.03 Million - $7.49 Million
42,751 Added 47.53%
132,692 $21.1 Million
Q4 2021

Jan 13, 2022
BUY
$150.99 - $175.61 $656,806 - $763,903
4,350 Added 5.08%
89,941 $15.7 Million
Q3 2021

Oct 12, 2021
BUY
$151.1 - $163.27 $275,153 - $297,314
1,821 Added 2.17%
85,591 $13.1 Million
Q2 2021

Jul 14, 2021
SELL
$136.12 - $150.82 $1.25 Million - $1.38 Million
-9,179 Reduced 9.88%
83,770 $12.6 Million
Q1 2021

Apr 26, 2021
BUY
$127.24 - $139.47 $17,304 - $18,967
136 Added 0.15%
92,949 $12.5 Million
Q4 2020

Mar 10, 2021
BUY
$116.6 - $133.06 $10.8 Million - $12.3 Million
92,813 New
92,813 $12.8 Million

Others Institutions Holding IWY

# of Institutions
672
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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