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

Tolleson Wealth Management, Inc.

  • $518 Million
  • Q1 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 4,923 shares of IVV stock, worth $3.15 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,923
Previous 4,656 5.73%
Holding current value
$3.15 Million
Previous $2.74 Million 0.91%
% of portfolio
0.53%
Previous 0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,971
Shares Held
813M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

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