Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Growth Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
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 296,465 shares of IWY stock, worth $67.7 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
296,465
Previous 296,465
-0.0%
Holding current value
$67.7 Million
Previous $65.2 Million
-0.0%
% of portfolio
12.62%
Previous 12.62%
Shares
16 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio