Soa Wealth Advisors, Llc. Ishares Tr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 38 shares of IYY stock, worth $5,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 38 -0.0%

Holding current value

$5,364

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 10, 2021	BUY	$81.36 - $94.32 $3,091 - $3,584	38 New	38 $3,000

Others Institutions Holding IYY

# of Institutions

276

Shares Held

3.64M

Call Options Held

5.7K

Put Options Held

Morgan Stanley New York, NY

454K
Shares

$64 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$41.3 Million
0.02% of portfolio
Savant Capital, LLC

157K
Shares

$22.2 Million
0.16% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

153K
Shares

$21.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

134K
Shares

$18.9 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Tr Transaction History