Hillcrest Wealth Advisors Ny, LLC Ishares Russell 1000 Gr ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $212 Million
- Q2 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 9,355 shares of IWF stock, worth $4.12 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
9,355
Previous 9,480
1.32%
Holding current value
$4.12 Million
Previous $3.42 Million
15.25%
% of portfolio
1.86%
Previous 1.7%
Shares
21 transactions
Others Institutions Holding IWF
# of Institutions
2,492Shares Held
227MCall Options Held
356KPut Options Held
86.1K-
Bank Of America Corp Charlotte, NC30.4MShares$13.4 Billion0.91% of portfolio
-
Morgan Stanley New York, NY24.9MShares$11 Billion0.66% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX17.9MShares$7.87 Billion0.85% of portfolio
-
Goldman Sachs Group Inc New York, NY9.69MShares$4.27 Billion0.59% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3 Billion0.19% of portfolio