Hillcrest Wealth Advisors Ny, LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 9,750 shares of IWF stock, worth $3.65 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
9,750
Previous 10,150
3.94%
Holding current value
$3.65 Million
Previous $3.42 Million
3.86%
% of portfolio
1.91%
Previous 1.85%
Shares
18 transactions
Others Institutions Holding IWF
# of Institutions
2,145Shares Held
203MCall Options Held
396KPut Options Held
84.5K-
Bank Of America Corp Charlotte, NC30.2MShares$11.3 Billion0.99% of portfolio
-
Morgan Stanley New York, NY26.1MShares$9.76 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY9.53MShares$3.57 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7MShares$2.62 Billion0.22% of portfolio
-
Ubs Group Ag6.23MShares$2.33 Billion0.57% of portfolio