Soa Wealth Advisors, Llc. Ishares Core S&P 500 ETF Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,228 shares of IVV stock, worth $2.34 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,228
Previous 4,284
1.31%
Holding current value
$2.34 Million
Previous $2.52 Million
6.43%
% of portfolio
0.28%
Previous 0.47%
Shares
15 transactions
Others Institutions Holding IVV
# of Institutions
3,890Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio