Soa Wealth Advisors, Llc. Ishares S&P Midcap 400 Growth Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 118,020 shares of IJK stock, worth $10.8 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
118,020
Previous 118,020
-0.0%
Holding current value
$10.8 Million
Previous $10.8 Million
-0.0%
% of portfolio
2.1%
Previous 2.1%
Shares
16 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$621 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$619 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$340 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$277 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$204 Million0.05% of portfolio