Turtle Creek Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $1.12 Trillion
- Q3 2025
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 56,201 shares of IJR stock, worth $6.55 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
56,201Holding current value
$6.55 Million% of portfolio
0.6%Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,861Shares Held
553MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.82 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.73 Billion0.26% of portfolio
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Morgan Stanley New York, NY18.1MShares$2.11 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$1.92 Billion0.38% of portfolio
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Lpl Financial LLC Fort Mill, SC16.3MShares$1.9 Billion0.63% of portfolio