Turtle Creek Wealth Advisors, LLC Ishares S&P 500 Value 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 S&P 500 Value ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 8,221 shares of IVE stock, worth $1.72 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,221
Previous 8,968 8.33%
Holding current value
$1.72 Million
Previous $1.75 Billion 3.13%
% of portfolio
0.15%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$194.44 - $206.51 $145,246 - $154,262
-747 Reduced 8.33%
8,221 $1.7 Billion
Q2 2025

Jul 28, 2025
BUY
$168.34 - $195.42 $1.51 Million - $1.75 Million
8,968 New
8,968 $1.75 Billion
Q2 2024

Jul 31, 2024
SELL
$176.58 - $186.7 $86,524 - $91,483
-490 Reduced 6.01%
7,658 $1.39 Billion
Q1 2024

Apr 30, 2024
SELL
$171.09 - $186.81 $2,395 - $2,615
-14 Reduced 0.17%
8,148 $1.52 Billion
Q4 2023

Jan 26, 2024
BUY
$147.64 - $174.21 $1.21 Million - $1.42 Million
8,162 New
8,162 $1.42 Billion

Others Institutions Holding IVE

# of Institutions
1,764
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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