Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 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 $2.6 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,656
Previous 4,656
-0.0%
Holding current value
$2.6 Million
Previous $2.69 Million
2.05%
% of portfolio
0.56%
Previous 0.51%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,875Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.7 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.2 Billion17.72% of portfolio