Tolleson Wealth Management, Inc. Ishares Russell 1000 Gr ETF Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 18,207 shares of IWF stock, worth $6.64 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
18,207
Previous 18,516
1.67%
Holding current value
$6.64 Million
Previous $5.61 Million
9.34%
% of portfolio
1.2%
Previous 1.16%
Shares
14 transactions
Others Institutions Holding IWF
# of Institutions
2,061Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.82 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.62 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.86 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.26 Billion0.53% of portfolio