Turtle Creek Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 27,268 shares of IVW stock, worth $2.71 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
27,268
Previous 28,006
2.64%
Holding current value
$2.71 Million
Previous $2.59 Billion
0.74%
% of portfolio
0.52%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio