Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
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 $2.81 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
4,656
Previous 4,656
-0.0%
Holding current value
$2.81 Million
Previous $2.55 Million
5.42%
% of portfolio
0.51%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio