Soa Wealth Advisors, Llc. Ishares S&P Small Cap 600 Grow Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 57,407 shares of IJT stock, worth $8.08 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
57,407
Previous 58,464
1.81%
Holding current value
$8.08 Million
Previous $8.16 Million
4.71%
% of portfolio
1.46%
Previous 1.58%
Shares
17 transactions
Others Institutions Holding IJT
# of Institutions
785Shares Held
30.8MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$613 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$450 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$263 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$163 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$160 Million0.04% of portfolio