Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

  • $944 Million
  • Q4 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 60,217 shares of IDV stock, worth $2.3 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
60,217
Previous 1,019 5809.42%
Holding current value
$2.3 Million
Previous $37,000 6118.92%
% of portfolio
0.24%
Previous 0.0%

Shares

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

Jan 20, 2026
BUY
$35.91 - $38.56 $2.13 Million - $2.28 Million
59,198 Added 5809.42%
60,217 $2.3 Million
Q3 2025

Oct 21, 2025
BUY
$34.54 - $37.28 $379 - $410
11 Added 1.09%
1,019 $37,000
Q2 2025

Jul 18, 2025
BUY
$27.79 - $34.84 $639 - $801
23 Added 2.34%
1,008 $34,000
Q1 2025

Apr 14, 2025
BUY
$27.0 - $31.7 $162 - $190
6 Added 0.61%
985 $30,000
Q4 2024

Jan 28, 2025
BUY
$27.03 - $29.92 $351 - $388
13 Added 1.35%
979 $26,000
Q3 2024

Oct 08, 2024
BUY
$27.62 - $30.64 $359 - $398
13 Added 1.36%
966 $29,000
Q2 2024

Jul 17, 2024
BUY
$26.94 - $30.1 $673 - $752
25 Added 2.69%
953 $26,000
Q1 2024

Apr 10, 2024
BUY
$26.95 - $28.13 $215 - $225
8 Added 0.87%
928 $26,000
Q4 2023

Jan 10, 2024
BUY
$24.46 - $28.13 $733 - $843
30 Added 3.37%
920 $25,000
Q2 2023

Jul 07, 2023
SELL
$25.86 - $28.52 $1,965 - $2,167
-76 Reduced 7.87%
890 $23,000
Q1 2023

Apr 28, 2023
BUY
$26.54 - $29.5 $159 - $177
6 Added 0.63%
966 $26,000
Q4 2022

Jan 10, 2023
BUY
$22.26 - $27.56 $756 - $937
34 Added 3.67%
960 $0
Q2 2022

Jul 13, 2022
SELL
$26.84 - $32.0 $39,991 - $47,680
-1,490 Reduced 61.67%
926 $25,000
Q1 2022

Apr 07, 2022
BUY
$29.99 - $33.33 $269 - $299
9 Added 0.37%
2,416 $76,000
Q4 2021

Jan 13, 2022
BUY
$29.77 - $31.71 $714 - $761
24 Added 1.01%
2,407 $75,000
Q2 2021

Jul 14, 2021
BUY
$31.67 - $34.02 $506 - $544
16 Added 0.68%
2,383 $77,000
Q1 2021

Apr 26, 2021
SELL
$29.53 - $32.13 $147,207 - $160,168
-4,985 Reduced 67.8%
2,367 $74,000
Q4 2020

Mar 10, 2021
BUY
$24.08 - $29.73 $177,036 - $218,574
7,352 New
7,352 $224,000

Others Institutions Holding IDV

# of Institutions
588
Shares Held
91.7M
Call Options Held
13.5K
Put Options Held
39.4K
View Full List

About ISHARES TR

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