Turtle Creek Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 9,001 shares of IWD stock, worth $1.67 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,001
Previous 9,478
5.03%
Holding current value
$1.67 Million
Previous $1.65 Billion
3.31%
% of portfolio
0.34%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio