Tolleson Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 34,903 shares of IWP stock, worth $4.09 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
34,903
Previous 36,304
3.86%
Holding current value
$4.09 Million
Previous $4.14 Million
7.05%
% of portfolio
0.76%
Previous 0.81%
Shares
20 transactions
Others Institutions Holding IWP
# of Institutions
1,071Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.32 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.27 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$732 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$596 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$501 Million1.46% of portfolio