Tolleson Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 347,823 shares of ITOT stock, worth $44.3 Million. This represents 8.15% of its overall portfolio holdings.
Number of Shares
347,823
Previous 347,217
0.17%
Holding current value
$44.3 Million
Previous $40 Million
3.2%
% of portfolio
8.15%
Previous 7.83%
Shares
20 transactions
Others Institutions Holding ITOT
# of Institutions
1,359Shares Held
303MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.21 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.12 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.58 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.13 Billion0.38% of portfolio