Hillcrest Wealth Advisors Ny, LLC Ishares Russell2000 Val ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $185 Million
- Q1 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 70,755 shares of IWN stock, worth $10.8 Million. This represents 6.09% of its overall portfolio holdings.
Number of Shares
70,755
Previous 77,345
8.52%
Holding current value
$10.8 Million
Previous $12 Million
6.47%
% of portfolio
6.09%
Previous 6.62%
Shares
22 transactions
Others Institutions Holding IWN
# of Institutions
1,009Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$952 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$925 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$394 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$381 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$358 Million0.51% of portfolio