Tolleson Wealth Management, Inc. Ishares Tr Transaction History
Tolleson Wealth Management, Inc.
- $518 Million
- Q1 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,732,428 shares of INTF stock, worth $94 Million. This represents 16.26% of its overall portfolio holdings.
Number of Shares
2,732,428
Previous 2,523,641
8.27%
Holding current value
$94 Million
Previous $72.5 Million
16.27%
% of portfolio
16.26%
Previous 14.86%
Shares
10 transactions
Others Institutions Holding INTF
# of Institutions
176Shares Held
50MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.58MShares$295 Million15.94% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.2MShares$110 Million5.78% of portfolio
-
Invesco Ltd. Atlanta, GA2.52MShares$86.7 Million0.02% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$83.8 Million3.22% of portfolio
-
Kestra Investment Management, LLC Austin, TX2.29MShares$78.8 Million1.45% of portfolio