Turtle Creek Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 227,592 shares of IJH stock, worth $13.2 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
227,592
Previous 209,888
8.43%
Holding current value
$13.2 Million
Previous $13.1 Billion
8.42%
% of portfolio
3.27%
Previous 2.62%
Shares
5 transactions
Others Institutions Holding IJH
# of Institutions
2,652Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.44 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.94 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.98 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.47 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.27 Billion0.2% of portfolio