Hillcrest Wealth Advisors Ny, LLC Ishares Russell 1000 Gr ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $229 Million
- Q4 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 8,900 shares of IWF stock, worth $4.19 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
8,900
Previous 9,175
3.0%
Holding current value
$4.19 Million
Previous $4.3 Million
2.47%
% of portfolio
1.83%
Previous 1.94%
Shares
23 transactions
Others Institutions Holding IWF
# of Institutions
2,640Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio