Turtle Creek Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Turtle Creek Wealth Advisors, LLC

$433 Billion
Q4 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 57,682 shares of IWR stock, worth $5.31 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

57,682

Previous 58,024 0.59%

Holding current value

$5.31 Million

Previous $5.11 Billion 0.3%

% of portfolio

1.18%

Previous 1.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$87.25 - $95.52 $29,839 - $32,667	-342 Reduced 0.59%	57,682 $5.1 Billion
Q3 2024 Nov 06, 2024	SELL	$79.92 - $88.19 $4,795 - $5,291	-60 Reduced 0.1%	58,024 $5.11 Billion
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

1,454

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Account

Turtle Creek Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History