iShares S&P 500 Index shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 4.7k | 576.89 |
| 2024-03-31 | $2.4M | 4.7k | 525.77 |
| 2023-12-31 | $2.2M | 4.7k | 477.66 |
| 2023-09-30 | $2.0M | 4.7k | 431.49 |
| 2023-06-30 | $2.1M | 4.7k | 445.66 |
| 2023-03-31 | $1.9M | 4.7k | 411.08 |
| 2022-12-31 | $1.8M | 4.7k | 384.24 |
| 2022-09-30 | $1.7M | 4.7k | 358.68 |
| 2022-06-30 | $1.8M | 4.7k | 379.08 |
| 2022-03-31 | $2.1M | 4.7k | 453.61 |
| 2021-12-31 | $2.2M | 4.7k | 477.02 |
| 2021-09-30 | $2.0M | 4.7k | 430.84 |
| 2021-06-30 | $2.0M | 4.7k | 429.98 |
| 2021-03-31 | $1.9M | 4.7k | 397.77 |
| 2020-12-31 | $1.7M | 4.7k | 375.43 |
| 2020-09-30 | $1.6M | 4.7k | 336.13 |
| 2020-06-30 | $1.4M | 4.7k | 309.71 |
| 2020-03-31 | $1.2M | 4.7k | 258.38 |
| 2019-12-31 | $1.5M | 4.7k | 323.24 |
| 2019-09-30 | $1.4M | 4.7k | 298.54 |
More positions owned by Tolleson Wealth Management
View all positions for Tolleson Wealth Management