Tolleson Wealth Management, Inc. ITOT Holdings History
Tolleson Wealth Management, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 278,004.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $33.92 Mil. This investment constitutes 6.54% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0.05% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2019Q3. And since then Tolleson Wealth Management, Inc. has made 16 purchases of ITOT, at an average price of $83.49, for a total of 384,624.00 shares. In addition, there have been 7 sales at an average price of $114.18 for 106,620.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Tolleson Wealth Management, Inc.'s estimated gain on his ITOT holdings is $18.64 Mil, reflecting a 58.03% gain to date.
Tolleson Wealth Management, Inc. ITOT ($138.75) Holding Chart
Tolleson Wealth Management, Inc. ITOT ($138.75) 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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