Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 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 $2.72 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
4,656
Previous 4,656
-0.0%
Holding current value
$2.72 Million
Previous $2.45 Million
4.08%
% of portfolio
0.5%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,376Shares Held
671MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$21.1 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.6 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.7 Billion0.94% of portfolio