SOA WEALTH ADVISORS, LLC. – iShares Core Dividend Growth ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$3.90M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.65% | 6.23K shares | 18K | $44.47 | 87.74K |
| Q2 2022 | share | Increase | +12.82% | 9.25K shares | 25K | $47.64 | 81.50K |
| Q1 2022 | share | Increase | +0.27% | 191 shares | -145K | $53.41 | 72.24K |
| Q4 2021 | share | Decrease | -1.59% | -1.16K shares | 325K | $55.56 | 72.05K |
| Q3 2021 | share | Decrease | -3.94% | -3.00K shares | -160K | $50.24 | 73.22K |
| Q2 2021 | share | Decrease | -2.38% | -1.85K shares | 70K | $50.12 | 76.22K |
| Q1 2021 | share | Decrease | -1.42% | -1.12K shares | 124K | $47.79 | 78.07K |
| Q4 2020 | share | Increase | 0.00% | 79.20K shares | 3.64M | $44.13 | 79.20K |