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
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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 |
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