Soa Wealth Advisors, Llc. Ishares Barclays Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 706 shares of IEF stock, worth $68,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
706
Previous 770
8.31%
Holding current value
$68,213
Previous $73,000
6.85%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding IEF
# of Institutions
1,176Shares Held
307MCall Options Held
21.8MPut Options Held
4.73M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.57 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.13 Billion0.29% of portfolio