Hillcrest Wealth Advisors Ny, LLC Ishares Tr Russell 1000 ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

$200 Million
Q3 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 8,545 shares of IWB stock, worth $2.81 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

8,545

Previous 8,645 1.16%

Holding current value

$2.81 Million

Previous $2.57 Million 4.43%

% of portfolio

1.34%

Previous 1.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$283.28 - $314.39 $28,327 - $31,439	-100 Reduced 1.16%	8,545 $2.69 Million
Q2 2024 Jul 18, 2024	SELL	$272.21 - $298.72 $74,857 - $82,148	-275 Reduced 3.08%	8,645 $2.57 Million
Q1 2024 Apr 11, 2024	SELL	$257.46 - $288.1 $51,491 - $57,620	-200 Reduced 2.19%	8,920 $2.57 Million
Q4 2023 Jan 12, 2024	SELL	$225.16 - $263.17 $22,516 - $26,317	-100 Reduced 1.08%	9,120 $2.39 Million
Q2 2023 Jul 31, 2023	SELL	$221.85 - $243.74 $22,185 - $24,374	-100 Reduced 1.07%	9,220 $2.25 Million
Q1 2022 May 09, 2022	SELL	$230.48 - $266.11 $23,048 - $26,611	-100 Reduced 1.06%	9,320 $2.33 Million
Q3 2021 Oct 26, 2021	SELL	$239.32 - $255.42 $119,660 - $127,710	-500 Reduced 5.04%	9,420 $2.28 Million
Q1 2021 Apr 28, 2021	SELL	$208.89 - $225.24 $41,778 - $45,048	-200 Reduced 1.98%	9,920 $2.22 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-200 Reduced 1.94%	10,120 $1.65 Million
Q4 2018 Feb 08, 2019	BUY	N/A	10,320 New	10,320 $1.43 Million

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Account

Hillcrest Wealth Advisors Ny, LLC Ishares Tr Russell 1000 ETF Transaction History