Hillcrest Wealth Advisors Ny, LLC Ishares Russell 1000 Val ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $210 Million
- Q4 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 26,218 shares of IWD stock, worth $5.07 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
26,218
Previous 26,668
1.69%
Holding current value
$5.07 Million
Previous $5.06 Million
4.11%
% of portfolio
2.31%
Previous 2.53%
Shares
23 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio