Soa Wealth Advisors, Llc. Ishares Tr Russell 200 ETF Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 21,072 shares of IWL stock, worth $3.23 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
21,072
Previous 17,045
23.63%
Holding current value
$3.23 Million
Previous $2.33 Million
38.51%
% of portfolio
0.36%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding IWL
# of Institutions
211Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$89.9 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$84.9 Million7.96% of portfolio
-
Gilbert & Cook, Inc.517KShares$79.2 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$53.6 Million0.01% of portfolio