A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 135 shares of IEO stock, worth $12,474. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 262 48.47%
Holding current value
$12,474
Previous $28 Million 52.06%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$96.41 - $111.94 $12,244 - $14,216
-127 Reduced 48.47%
135 $13.4 Million
Q1 2024

Apr 30, 2024

BUY
$87.76 - $106.97 $11,145 - $13,585
127 Added 94.07%
262 $28 Million
Q4 2023

Jan 26, 2024

BUY
$89.35 - $102.39 $12,062 - $13,822
135 New
135 $12.6 Million

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.