Turtle Creek Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 4,594 shares of IVV stock, worth $2.5 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
4,594
Previous 4,169
10.19%
Holding current value
$2.5 Million
Previous $2.19 Billion
14.69%
% of portfolio
0.58%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,323Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.4 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$11.8 Billion0.94% of portfolio