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

Turtle Creek Wealth Advisors, LLC

$432 Billion
Q2 2024

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 4,594 shares of IVV stock, worth $2.58 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

4,594

Previous 4,169 10.19%

Holding current value

$2.58 Million

Previous $2.19 Billion 14.69%

% of portfolio

0.58%

Previous 0.54%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,313

Shares Held

658M

Call Options Held

715K

Put Options Held

951K

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