Hillcrest Wealth Advisors Ny, LLC Ishares Russell 1000 Gr ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $222 Million
- Q3 2025
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 9,175 shares of IWF stock, worth $4.29 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
9,175
Previous 9,355
1.92%
Holding current value
$4.29 Million
Previous $3.95 Million
8.92%
% of portfolio
1.94%
Previous 1.86%
Shares
22 transactions
Others Institutions Holding IWF
# of Institutions
2,586Shares Held
207MCall Options Held
482KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY27.4MShares$12.8 Billion0.78% of portfolio
-
Goldman Sachs Group Inc New York, NY9.58MShares$4.48 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.18 Billion0.19% of portfolio
-
Ubs Group Ag6.02MShares$2.82 Billion0.46% of portfolio