Tolleson Wealth Management, Inc. Ishares Trust Ishares Msci Glo Transaction History

Tolleson Wealth Management, Inc.

  • $611 Million
  • Q3 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 8,980 shares of SDG stock, worth $768,239. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,980
Previous 8,980 -0.0%
Holding current value
$768,239
Previous $681,000 9.69%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$76.79 - $81.48 $720,827 - $764,852
-9,387 Reduced 51.11%
8,980 $710,000
Q4 2022

Feb 14, 2023
BUY
$69.82 - $81.82 $1.28 Million - $1.5 Million
18,367 New
18,367 $1.45 Million

Others Institutions Holding SDG

# of Institutions
114
Shares Held
921K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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