Tolleson Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History
Tolleson Wealth Management, Inc.
- $611 Million
- Q3 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 23,267 shares of IWD stock, worth $4.76 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
23,267
Previous 23,531
1.12%
Holding current value
$4.76 Million
Previous $4.57 Million
3.63%
% of portfolio
0.78%
Previous 0.82%
Shares
19 transactions
Others Institutions Holding IWD
# of Institutions
1,997Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio