Hillcrest Wealth Advisors Ny, LLC Ishares Tr Russell 1000 ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $210 Million
  • Q4 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 8,195 shares of IWB stock, worth $2.67 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
8,195
Previous 8,545 4.1%
Holding current value
$2.67 Million
Previous $2.69 Million 1.71%
% of portfolio
1.25%
Previous 1.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$311.11 - $335.64 $108,888 - $117,474
-350 Reduced 4.1%
8,195 $2.64 Million
Q3 2024

Oct 17, 2024
SELL
$283.28 - $314.39 $28,327 - $31,439
-100 Reduced 1.16%
8,545 $2.69 Million
Q2 2024

Jul 18, 2024
SELL
$272.21 - $298.72 $74,857 - $82,148
-275 Reduced 3.08%
8,645 $2.57 Million
Q1 2024

Apr 11, 2024
SELL
$257.46 - $288.1 $51,491 - $57,620
-200 Reduced 2.19%
8,920 $2.57 Million
Q4 2023

Jan 12, 2024
SELL
$225.16 - $263.17 $22,516 - $26,317
-100 Reduced 1.08%
9,120 $2.39 Million
Q2 2023

Jul 31, 2023
SELL
$221.85 - $243.74 $22,185 - $24,374
-100 Reduced 1.07%
9,220 $2.25 Million
Q1 2022

May 09, 2022
SELL
$230.48 - $266.11 $23,048 - $26,611
-100 Reduced 1.06%
9,320 $2.33 Million
Q3 2021

Oct 26, 2021
SELL
$239.32 - $255.42 $119,660 - $127,710
-500 Reduced 5.04%
9,420 $2.28 Million
Q1 2021

Apr 28, 2021
SELL
$208.89 - $225.24 $41,778 - $45,048
-200 Reduced 1.98%
9,920 $2.22 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-200 Reduced 1.94%
10,120 $1.65 Million
Q4 2018

Feb 08, 2019
BUY
N/A
10,320 New
10,320 $1.43 Million

Others Institutions Holding IWB

# of Institutions
1,468
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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