Turtle Creek Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Turtle Creek Wealth Advisors, LLC

$847 Billion
Q2 2025

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 6,445 shares of IVV stock, worth $4.33 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

6,445

Previous 4,376 47.28%

Holding current value

$4.33 Million

Previous $2.46 Billion 62.76%

% of portfolio

0.47%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$498.8 - $620.9 $1.03 Million - $1.28 Million	2,069 Added 47.28%	6,445 $4 Billion
Q1 2025 May 01, 2025	BUY	$554.06 - $615.85 $2.42 Million - $2.69 Million	4,376 New	4,376 $2.46 Billion
Q3 2024 Nov 06, 2024	BUY	$520.18 - $576.82 $6,762 - $7,498	13 Added 0.28%	4,607 $2.66 Billion
Q2 2024 Jul 31, 2024	BUY	$497.53 - $549.64 $211,450 - $233,597	425 Added 10.19%	4,594 $2.51 Billion
Q1 2024 Apr 30, 2024	BUY	$469.56 - $525.73 $4,695 - $5,257	10 Added 0.24%	4,169 $2.19 Billion
Q4 2023 Jan 26, 2024	BUY	$412.55 - $479.0 $1.72 Million - $1.99 Million	4,159 New	4,159 $1.99 Billion

Others Institutions Holding IVV

# of Institutions

4,027

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Turtle Creek Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History