Hillcrest Wealth Advisors Ny, LLC Ishares Core S&P 500 ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $210 Million
- Q4 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 566 shares of IVV stock, worth $344,094. This represents 0.16% of its overall portfolio holdings.
Number of Shares
566
Previous 566
-0.0%
Holding current value
$344,094
Previous $326,000
2.15%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,561Shares Held
695MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21.1 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio