Soa Wealth Advisors, Llc. Ishares Core S&P Sm Cap ETF Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 31,384 shares of IJR stock, worth $3.96 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
31,384
Previous 31,384
-0.0%
Holding current value
$3.96 Million
Previous $3.67 Million
-0.0%
% of portfolio
0.71%
Previous 0.71%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.59 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio