Soa Wealth Advisors, Llc. Ishares Russell 1000 Gr ETF Transaction History
Soa Wealth Advisors, Llc.
- $944 Million
- Q4 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 21,093 shares of IWF stock, worth $9.93 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
21,093
Previous 21,185
0.43%
Holding current value
$9.93 Million
Previous $9.92 Million
0.1%
% of portfolio
1.05%
Previous 1.03%
Shares
21 transactions
Others Institutions Holding IWF
# of Institutions
2,659Shares Held
203MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ5.71MShares$2.69 Billion9.76% of portfolio