Turtle Creek Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Turtle Creek Wealth Advisors, LLC

  • $499 Billion
  • Q3 2024

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 9,001 shares of IWD stock, worth $1.78 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,001
Previous 9,478 5.03%
Holding current value
$1.78 Million
Previous $1.65 Billion 3.31%
% of portfolio
0.34%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$173.36 - $189.8 $82,692 - $90,534
-477 Reduced 5.03%
9,001 $1.71 Billion
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $415,928 - $460,312
2,570 Added 37.2%
9,478 $1.7 Billion
Q4 2023

Jan 26, 2024
BUY
$143.69 - $165.7 $992,610 - $1.14 Million
6,908 New
6,908 $1.14 Billion

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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