Turtle Creek Wealth Advisors, LLC Ishares Tr Russell 1000 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 Tr Russell 1000 ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 27,162 shares of IWB stock, worth $9.99 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
27,162
Previous 26,639
1.96%
Holding current value
$9.99 Million
Previous $9.05 Billion
9.74%
% of portfolio
0.89%
Previous 1.07%
Shares
7 transactions
Others Institutions Holding IWB
# of Institutions
1,615Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio