Hillcrest Wealth Advisors Ny, LLC Ishares Russell 1000 Val ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $186 Million
- Q2 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 26,668 shares of IWD stock, worth $5.06 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
26,668
Previous 26,868
0.74%
Holding current value
$5.06 Million
Previous $4.81 Million
3.33%
% of portfolio
2.5%
Previous 2.61%
Shares
22 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio