Hilltop Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Hilltop Wealth Advisors, LLC
- $196 Million
- Q4 2025
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 42,862 shares of IUSV stock, worth $4.34 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
42,862
Previous 40,551
5.7%
Holding current value
$4.34 Million
Previous $4.05 Million
7.13%
% of portfolio
2.21%
Previous 2.11%
Shares
15 transactions
Others Institutions Holding IUSV
# of Institutions
840Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio