Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Growth Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 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 235,202 shares of IWY stock, worth $46.9 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
235,202
Previous 297,290
20.88%
Holding current value
$46.9 Million
Previous $69.9 Million
29.22%
% of portfolio
5.82%
Previous 13.14%
Shares
18 transactions
Others Institutions Holding IWY
# of Institutions
611Shares Held
57.4MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.25 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.19 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.02 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$979 Million17.52% of portfolio
-
Envestnet Asset Management Inc2.79MShares$557 Million0.22% of portfolio