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

Tolleson Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 05, 2021	SELL	$61.43 - $67.25 $2.45 Million - $2.68 Million	-39,857 Reduced 58.18%	28,651 $1.87 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $2.89 Million - $3.28 Million	51,381 Added 300.0%	68,508 $4.37 Million
Q3 2019 Nov 14, 2019	SELL	$43.49 - $46.27 $7,393 - $7,865	-170 Reduced 0.98%	17,127 $3.08 Million
Q2 2019 Aug 13, 2019	SELL	$41.95 - $45.26 $33,560 - $36,208	-800 Reduced 4.42%	17,297 $3.1 Million
Q4 2018 Apr 09, 2019	BUY	$35.15 - $44.43 $636,109 - $804,049	18,097 New	18,097 $2.73 Million

1,824

417M

355K

454K

Get notified when there are updates to the investment portfolio of Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.