Tolleson Wealth Management, Inc. Ishares Russell 1000 Gr ETF Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 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 17,668 shares of IWF stock, worth $7.2 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
17,668
Previous 17,739
0.4%
Holding current value
$7.2 Million
Previous $6.47 Million
2.57%
% of portfolio
1.26%
Previous 1.28%
Shares
16 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.3 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.6 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.97 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.76 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.56 Billion0.52% of portfolio