Tolleson Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Tolleson Wealth Management, Inc.

  • $556 Million
  • Q2 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 23,531 shares of IWD stock, worth $4.77 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
23,531
Previous 23,531 -0.0%
Holding current value
$4.77 Million
Previous $4.57 Million -0.0%
% of portfolio
0.82%
Previous 0.78%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$166.82 - $194.23 $10,009 - $11,653
-60 Reduced 0.25%
23,531 $4.57 Million
Q1 2025

Aug 27, 2025
BUY
$182.82 - $196.21 $10,969 - $11,772
60 Added 0.25%
23,591 $4.44 Million
Q1 2025

May 15, 2025
SELL
$182.82 - $196.21 $155,397 - $166,778
-850 Reduced 3.48%
23,591 $4.44 Million
Q4 2024

Feb 14, 2025
SELL
$183.23 - $199.79 $23,270 - $25,373
-127 Reduced 0.52%
24,441 $4.53 Million
Q3 2024

Nov 14, 2024
SELL
$173.36 - $189.8 $7,107 - $7,781
-41 Reduced 0.17%
24,568 $4.66 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $84,361 - $89,166
-498 Reduced 1.98%
24,609 $4.29 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $40,783 - $45,135
-252 Reduced 0.99%
25,107 $4.5 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $358,362 - $413,255
-2,494 Reduced 8.95%
25,359 $4.19 Million
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $115,163 - $124,142
-759 Reduced 2.65%
27,853 $4.26 Million
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $47,536 - $50,505
-320 Reduced 1.11%
28,612 $4.52 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $68,244 - $75,933
-470 Reduced 1.6%
28,932 $4.41 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $94,513 - $111,999
-695 Reduced 2.31%
29,402 $4 Million
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $158,878 - $172,385
-1,011 Reduced 3.25%
30,097 $5 Million
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $456,590 - $488,440
-2,906 Reduced 8.54%
31,108 $5.22 Million
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $68,187 - $72,354
-441 Reduced 1.28%
34,014 $5.32 Million
Q3 2020

Nov 16, 2020
BUY
$111.27 - $124.26 $222,094 - $248,022
1,996 Added 6.15%
34,455 $4.07 Million
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $25,993 - $34,413
275 Added 0.85%
32,459 $3.66 Million
Q3 2019

Nov 14, 2019
BUY
$127.92 - $130.25 $4.12 Million - $4.19 Million
32,184 New
32,184 $4.13 Million

Others Institutions Holding IWD

# of Institutions
1,963
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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