Tolleson Wealth Management, Inc. Ishares Msci Global Min Vol Fa Transaction History

Tolleson Wealth Management, Inc.

$507 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$99.22 - $104.02 $656,340 - $688,092	-6,615 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$89.46 - $96.91 $22,454 - $24,324	-251 Reduced 3.66%	6,615 $641,000
Q2 2020 Aug 14, 2020	SELL	$77.94 - $91.58 $1.83 Million - $2.15 Million	-23,475 Reduced 77.37%	6,866 $601,000
Q1 2020 May 15, 2020	SELL	$70.74 - $99.38 $11.7 Million - $16.5 Million	-166,050 Reduced 84.55%	30,341 $2.44 Million
Q4 2019 Feb 14, 2020	BUY	$93.18 - $96.04 $355,947 - $366,872	3,820 Added 1.98%	196,391 $18.8 Million
Q3 2019 Nov 14, 2019	BUY	$93.5 - $95.06 $4.27 Million - $4.34 Million	45,632 Added 31.06%	192,571 $18.2 Million
Q2 2019 Aug 13, 2019	BUY	N/A	18,046 Added 14.0%	146,939 $13.5 Million
Q1 2019 May 09, 2019	BUY	N/A	40,648 Added 46.06%	128,893 $11.5 Million
Q4 2018 Apr 09, 2019	BUY	N/A	88,245 New	88,245 $7.17 Million

Others Institutions Holding ACWV

# of Institutions

329

Shares Held

22M

Call Options Held

300

Put Options Held

0

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