Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Value E Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 37,783 shares of IWX stock, worth $2.94 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
37,783
Previous 39,049
3.24%
Holding current value
$2.94 Million
Previous $3.09 Million
0.45%
% of portfolio
0.36%
Previous 0.58%
Shares
8 transactions
Others Institutions Holding IWX
# of Institutions
208Shares Held
42.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$805 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$633 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$489 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$455 Million8.06% of portfolio
-
Ae Wealth Management LLC1.07MShares$83.3 Million0.81% of portfolio