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

Tolleson Wealth Management, Inc.

$507 Million
Q2 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 28,651 shares of IVW stock, worth $2.82 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

28,651

Previous 28,651 -0.0%

Holding current value

$2.82 Million

Previous $2.42 Million 9.59%

% of portfolio

0.52%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 05, 2021	SELL	$61.43 - $67.25 $2.45 Million - $2.68 Million	-39,857 Reduced 58.18%	28,651 $1.87 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $2.89 Million - $3.28 Million	51,381 Added 300.0%	68,508 $4.37 Million
Q3 2019 Nov 14, 2019	SELL	$43.49 - $46.27 $7,393 - $7,865	-170 Reduced 0.98%	17,127 $3.08 Million
Q2 2019 Aug 13, 2019	SELL	$41.95 - $45.26 $33,560 - $36,208	-800 Reduced 4.42%	17,297 $3.1 Million
Q4 2018 Apr 09, 2019	BUY	$35.15 - $44.43 $636,109 - $804,049	18,097 New	18,097 $2.73 Million

Others Institutions Holding IVW

# of Institutions

1,781

Shares Held

429M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.

Account

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