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

Tolleson Wealth Management, Inc.

$511 Million
Q1 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 28,651 shares of IVW stock, worth $2.65 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

28,651

Previous 28,651 -0.0%

Holding current value

$2.65 Million

Previous $2.15 Million 12.41%

% of portfolio

0.47%

Previous 0.44%

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

Others Institutions Holding IVW

# of Institutions

1,675

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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