Turtle Creek Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 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 9,478 shares of IWD stock, worth $1.78 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,478
Previous 9,478
-0.0%
Holding current value
$1.78 Million
Previous $1.7 Billion
2.59%
% of portfolio
0.38%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,672Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.43 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.12 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio