Turtle Creek Wealth Advisors, LLC Ishares S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 7,658 shares of IVE stock, worth $1.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,658
Previous 8,148
6.01%
Holding current value
$1.5 Million
Previous $1.52 Billion
8.43%
% of portfolio
0.32%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,479Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio