Tolleson Wealth Management, Inc. IJR Holdings History
Tolleson Wealth Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Tolleson Wealth Management, Inc. has made 1 purchases of IJR, at an average price of $119.54, for a total of 11,006.00 shares. In addition, there have been 1 sales at an average price of $112.84 for 11,006.00 shares. Based on historical transaction data and IJR's current price of $112.82, Tolleson Wealth Management, Inc.'s estimated gain on his IJR holdings is $-73,740.20, reflecting a -5.60% gain to date.
Tolleson Wealth Management, Inc. IJR ($112.82) Holding Chart
Tolleson Wealth Management, Inc. IJR ($112.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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