Turtle Creek Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 29,438 shares of IVW stock, worth $3.04 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
29,438
Previous 27,268
7.96%
Holding current value
$3.04 Million
Previous $2.61 Billion
14.47%
% of portfolio
0.69%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,999Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.73 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.64 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.38 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.92 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.86 Billion0.77% of portfolio