iShares S&P 500 Value Index shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 14k | 186.80 |
| 2023-12-31 | $2.4M | 14k | 173.92 |
| 2023-09-30 | $2.1M | 14k | 154.71 |
| 2023-06-30 | $2.2M | 14k | 161.18 |
| 2023-03-31 | $2.1M | 14k | 151.72 |
| 2022-12-31 | $2.0M | 14k | 145.10 |
| 2022-09-30 | $1.8M | 14k | 128.51 |
| 2022-06-30 | $1.9M | 14k | 137.46 |
| 2022-03-31 | $2.1M | 14k | 155.73 |
| 2021-12-31 | $2.2M | 14k | 156.60 |
| 2021-09-30 | $2.0M | 14k | 145.39 |
| 2021-06-30 | $2.0M | 14k | 147.65 |
| 2021-03-31 | $1.9M | 14k | 141.25 |
| 2020-12-31 | $2.8M | 22k | 128.01 |
| 2020-09-30 | $2.4M | 22k | 112.43 |
| 2020-06-30 | $2.3M | 22k | 108.23 |
| 2020-03-31 | $2.1M | 22k | 96.24 |
| 2019-12-31 | $2.8M | 22k | 130.09 |
| 2019-09-30 | $2.6M | 22k | 119.16 |
| 2019-06-30 | $2.5M | 22k | 116.57 |
| 2019-03-31 | $2.6M | 23k | 112.72 |
| 2018-12-31 | $2.3M | 23k | 101.14 |
More positions owned by Tolleson Wealth Management
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