Turtle Creek Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 59,604 shares of IWB stock, worth $19.8 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
59,604
Previous 22,348
166.71%
Holding current value
$19.8 Million
Previous $7.03 Billion
173.3%
% of portfolio
4.43%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,407Shares Held
93.4MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.08 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.21 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$937 Million0.07% of portfolio