Turtle Creek Wealth Advisors, LLC Ishares Russell Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 58,084 shares of IWR stock, worth $5.18 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
58,084
Previous 58,863 1.32%
Holding current value
$5.18 Million
Previous $4.95 Billion 4.86%
% of portfolio
1.09%
Previous 1.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,363
Shares Held
342M
Call Options Held
131K
Put Options Held
21.9K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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