Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Tolleson Wealth Management, Inc.

$556 Million
Q2 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 4,656 shares of IVV stock, worth $3.09 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

4,656

Previous 4,656 -0.0%

Holding current value

$3.09 Million

Previous $2.89 Million 0.03%

% of portfolio

0.52%

Previous 0.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$498.8 - $620.9 $133,179 - $165,780	-267 Reduced 5.42%	4,656 $2.89 Million
Q1 2025 Aug 27, 2025	BUY	$554.06 - $615.85 $147,934 - $164,431	267 Added 5.73%	4,923 $2.77 Million
Q1 2025 May 15, 2025	BUY	$554.06 - $615.85 $147,934 - $164,431	267 Added 5.73%	4,923 $2.77 Million
Q3 2019 Nov 14, 2019	BUY	$285.57 - $303.77 $1.33 Million - $1.41 Million	4,656 New	4,656 $1.39 Million

Others Institutions Holding IVV

# of Institutions

4,072

Shares Held

746M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

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.

Account

Tolleson Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History