Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Tolleson Wealth Management, Inc.

$611 Million
Q3 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 4,656 shares of IVV stock, worth $3.14 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

4,656

Previous 4,656 -0.0%

Holding current value

$3.14 Million

Previous $2.89 Million 7.82%

% of portfolio

0.51%

Previous 0.52%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$498.8 - $620.9 $133,179 - $165,780	-267 Reduced 5.42%	4,656 $2.89 Million
Q1 2025 Aug 27, 2025	BUY	$554.06 - $615.85 $147,934 - $164,431	267 Added 5.73%	4,923 $2.77 Million
Q1 2025 May 15, 2025	BUY	$554.06 - $615.85 $147,934 - $164,431	267 Added 5.73%	4,923 $2.77 Million
Q3 2019 Nov 14, 2019	BUY	$285.57 - $303.77 $1.33 Million - $1.41 Million	4,656 New	4,656 $1.39 Million

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History