Tolleson Wealth Management, Inc. Ishares Russell 1000 Gr ETF Transaction History

Tolleson Wealth Management, Inc.

  • $611 Million
  • Q3 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 16,325 shares of IWF stock, worth $7.69 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
16,325
Previous 16,627 1.82%
Holding current value
$7.69 Million
Previous $7.06 Million 8.32%
% of portfolio
1.25%
Previous 1.27%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$420.11 - $472.68 $126,873 - $142,749
-302 Reduced 1.82%
16,325 $7.65 Million
Q2 2025

Aug 14, 2025
SELL
$320.42 - $424.58 $92,921 - $123,128
-290 Reduced 1.71%
16,627 $7.06 Million
Q1 2025

Aug 27, 2025
BUY
$360.07 - $417.26 $104,420 - $121,005
290 Added 1.74%
16,917 $6.11 Million
Q1 2025

May 15, 2025
SELL
$360.07 - $417.26 $219,642 - $254,528
-610 Reduced 3.48%
16,917 $6.11 Million
Q4 2024

Feb 14, 2025
SELL
$370.24 - $418.94 $52,203 - $59,070
-141 Reduced 0.8%
17,527 $7.04 Million
Q3 2024

Nov 14, 2024
SELL
$332.02 - $382.76 $23,573 - $27,175
-71 Reduced 0.4%
17,668 $6.63 Million
Q2 2024

Aug 14, 2024
SELL
$316.15 - $367.33 $147,958 - $171,910
-468 Reduced 2.57%
17,739 $6.47 Million
Q1 2024

May 15, 2024
SELL
$294.43 - $339.01 $90,978 - $104,754
-309 Reduced 1.67%
18,207 $6.14 Million
Q4 2023

Feb 14, 2024
SELL
$256.94 - $304.21 $357,146 - $422,851
-1,390 Reduced 6.98%
18,516 $5.61 Million
Q3 2023

Nov 14, 2023
SELL
$263.8 - $285.38 $218,690 - $236,580
-829 Reduced 4.0%
19,906 $5.31 Million
Q2 2023

Aug 14, 2023
SELL
$239.31 - $275.18 $116,065 - $133,462
-485 Reduced 2.29%
20,735 $5.71 Million
Q1 2023

May 15, 2023
SELL
$209.92 - $244.33 $3,358 - $3,909
-16 Reduced 0.08%
21,220 $5.19 Million
Q4 2022

Feb 14, 2023
SELL
$207.03 - $232.89 $74,530 - $83,840
-360 Reduced 1.67%
21,236 $4.55 Million
Q3 2022

Nov 14, 2022
SELL
$210.4 - $257.47 $28,614 - $35,015
-136 Reduced 0.63%
21,596 $4.54 Million
Q1 2022

May 16, 2022
SELL
$246.62 - $307.78 $248,592 - $310,242
-1,008 Reduced 4.43%
21,732 $6.03 Million
Q4 2021

Feb 14, 2022
SELL
$270.99 - $309.52 $469,625 - $536,398
-1,733 Reduced 7.08%
22,740 $6.95 Million
Q3 2021

Nov 15, 2021
SELL
$272.07 - $292.68 $49,244 - $52,975
-181 Reduced 0.73%
24,473 $6.71 Million
Q3 2020

Nov 16, 2020
SELL
$194.64 - $233.83 $1.44 Million - $1.73 Million
-7,394 Reduced 23.07%
24,654 $5.35 Million
Q2 2020

Aug 14, 2020
BUY
$144.16 - $193.61 $45,842 - $61,567
318 Added 1.0%
32,048 $6.15 Million
Q1 2020

May 15, 2020
SELL
$131.63 - $192.29 $21,718 - $31,727
-165 Reduced 0.52%
31,730 $4.78 Million
Q3 2019

Nov 14, 2019
BUY
$158.47 - $162.55 $5.05 Million - $5.18 Million
31,895 New
31,895 $5.09 Million

Others Institutions Holding IWF

# of Institutions
2,641
Shares Held
205M
Call Options Held
534K
Put Options Held
288K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Tolleson Wealth Management, Inc. Portfolio

Follow Tolleson Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email