Soa Wealth Advisors, Llc. Ishares Russell Mid Cap Growth Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 34,528 shares of IWP stock, worth $4.96 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
34,528
Previous 32,874
5.03%
Holding current value
$4.96 Million
Previous $4.56 Million
7.88%
% of portfolio
0.51%
Previous 0.51%
Shares
14 transactions
Others Institutions Holding IWP
# of Institutions
1,310Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio