Soa Wealth Advisors, Llc. Ishares Russell 1000 Val ETF Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 16,505 shares of IWD stock, worth $3.21 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,505
Previous 16,505
-0.0%
Holding current value
$3.21 Million
Previous $3.06 Million
-0.0%
% of portfolio
0.57%
Previous 0.57%
Shares
17 transactions
Others Institutions Holding IWD
# of Institutions
1,878Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio