Soa Wealth Advisors, Llc. Ishares Russell 2000 ETF Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 145,436 shares of IWM stock, worth $27.1 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
145,436
Previous 4,841
2904.26%
Holding current value
$27.1 Million
Previous $1.07 Million
2627.03%
% of portfolio
3.43%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding IWM
# of Institutions
2,936Shares Held
301MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.18 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.64 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.57 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.1 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.67 Billion0.04% of portfolio