Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Growth Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 251,619 shares of IWY stock, worth $68.6 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
251,619
Previous 248,717
1.17%
Holding current value
$68.6 Million
Previous $61.3 Million
12.3%
% of portfolio
7.17%
Previous 6.83%
Shares
20 transactions
Others Institutions Holding IWY
# of Institutions
632Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio