Turtle Creek Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $670 Billion
- Q1 2025
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 264,587 shares of IJH stock, worth $15.1 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
264,587
Previous 227,592
16.25%
Holding current value
$15.1 Million
Previous $14.2 Billion
8.87%
% of portfolio
2.3%
Previous 3.27%
Shares
6 transactions
Others Institutions Holding IJH
# of Institutions
2,668Shares Held
1.17BCall Options Held
634KPut Options Held
150K-
Northwestern Mutual Wealth Management CO114MShares$6.49 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$3.95 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$2.86 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.14 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.1 Billion0.16% of portfolio