Turtle Creek Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Turtle Creek Wealth Advisors, LLC

$670 Billion
Q1 2025

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 71,749 shares of IWR stock, worth $6.45 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

71,749

Previous 57,682 24.39%

Holding current value

$6.45 Million

Previous $5.1 Billion 19.7%

% of portfolio

0.91%

Previous 1.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$82.81 - $92.93 $1.16 Million - $1.31 Million	14,067 Added 24.39%	71,749 $6.1 Billion
Q4 2024 Jan 23, 2025	SELL	$87.25 - $95.52 $29,839 - $32,667	-342 Reduced 0.59%	57,682 $5.1 Billion
Q3 2024 Nov 06, 2024	SELL	$79.92 - $88.19 $4,795 - $5,291	-60 Reduced 0.1%	58,024 $5.11 Billion
Q2 2024 Jul 31, 2024	SELL	$78.66 - $83.59 $61,276 - $65,116	-779 Reduced 1.32%	58,084 $4.71 Billion
Q1 2024 Apr 30, 2024	BUY	$75.37 - $84.09 $259,046 - $289,017	3,437 Added 6.2%	58,863 $4.95 Billion
Q4 2023 Jan 26, 2024	BUY	$64.84 - $78.27 $3.59 Million - $4.34 Million	55,426 New	55,426 $4.31 Billion

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Turtle Creek Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History