Soa Wealth Advisors, Llc. Ishares U.S. Consumer Staples Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 580 shares of IYK stock, worth $39,411. This represents 0.0% of its overall portfolio holdings.
Number of Shares
580
Previous 576
0.69%
Holding current value
$39,411
Previous $40,000
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding IYK
# of Institutions
276Shares Held
10.6MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.58MShares$107 Million1.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC863KShares$58.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY615KShares$41.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$39.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN558KShares$37.9 Million0.01% of portfolio