Hillcrest Wealth Advisors Ny, LLC Ishares Tr Russell 1000 ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $186 Million
- Q2 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 8,645 shares of IWB stock, worth $2.72 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
8,645
Previous 8,920
3.08%
Holding current value
$2.72 Million
Previous $2.57 Million
0.12%
% of portfolio
1.38%
Previous 1.39%
Shares
9 transactions
Others Institutions Holding IWB
# of Institutions
1,340Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.79 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.15 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$993 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$879 Million0.07% of portfolio