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%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,781Shares Held
429MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.83 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.69 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.88 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.53 Billion0.35% of portfolio