Turtle Creek Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Turtle Creek Wealth Advisors, LLC

  • $1.27 Trillion
  • Q4 2025

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 68,549 shares of IJR stock, worth $8.01 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
68,549
Previous 56,201 21.97%
Holding current value
$8.01 Million
Previous $6.68 Billion 23.36%
% of portfolio
0.65%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$114.27 - $121.15 $1.41 Million - $1.5 Million
12,348 Added 21.97%
68,549 $8.24 Billion
Q3 2025

Oct 29, 2025
BUY
$108.46 - $120.63 $6.1 Million - $6.78 Million
56,201 New
56,201 $6.68 Billion
Q1 2024

Apr 30, 2024
BUY
$102.35 - $110.52 $2,354 - $2,541
23 New
23 $2.54 Million

Others Institutions Holding IJR

# of Institutions
2,918
Shares Held
539M
Call Options Held
482K
Put Options Held
348K
View Full List

About ISHARES CORE S&P SM CAP ETF

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