Turtle Creek Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 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 28,006 shares of IVW stock, worth $2.71 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
28,006
Previous 28,006
-0.0%
Holding current value
$2.71 Million
Previous $2.36 Billion
9.59%
% of portfolio
0.6%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,784Shares Held
428MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.75 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.62 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.23 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.85 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.5 Billion0.35% of portfolio