Tolleson Wealth Management, Inc. Ishares Tr Russell 1000 ETF Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 1,690 shares of IWB stock, worth $550,483. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,690
Previous 1,690
-0.0%
Holding current value
$550,483
Previous $503,000
5.57%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,376Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.39 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.19 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.01 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$919 Million0.07% of portfolio