Hilltop Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Hilltop Wealth Advisors, LLC
- $198 Million
- Q4 2024
A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 34,064 shares of IUSV stock, worth $3.25 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
34,064
Previous 33,593
1.4%
Holding current value
$3.25 Million
Previous $3.21 Million
1.62%
% of portfolio
1.6%
Previous 1.5%
Shares
11 transactions
Others Institutions Holding IUSV
# of Institutions
769Shares Held
173MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio