Topel & Distasi Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 20,050 shares of DSI stock, worth $2.15 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

20,050

Previous 19,916 0.67%

Holding current value

$2.15 Million

Previous $1.81 Million 11.47%

% of portfolio

0.89%

Previous 0.86%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$89.27 - $100.81 $11,962 - $13,508	134 Added 0.67%	20,050 $2.02 Million
Q4 2023 Jan 12, 2024	SELL	$77.74 - $91.23 $61,881 - $72,619	-796 Reduced 3.84%	19,916 $1.81 Million
Q3 2023 Nov 06, 2023	BUY	$80.77 - $87.25 $112,108 - $121,103	1,388 Added 7.18%	20,712 $1.69 Million
Q1 2023 May 12, 2023	BUY	$71.07 - $79.2 $278,594 - $310,464	3,920 Added 25.45%	19,324 $1.51 Million
Q4 2022 Jan 31, 2023	BUY	$69.01 - $76.94 $5,658 - $6,309	82 Added 0.54%	15,404 $1.11 Million

Q3 2022 Nov 21, 2022	SELL	N/A	-582 Reduced 3.66%	15,322 $1.13 Million
Q2 2022 Aug 05, 2022	BUY	N/A	1,030 Added 6.92%	15,904 $1.14 Million
Q1 2022 Apr 21, 2022	BUY	N/A	1,163 Added 8.48%	14,874 $1.29 Million
Q4 2021 Feb 23, 2022	BUY	N/A	13,711 New	13,711 $1.27 Million

Others Institutions Holding DSI

# of Institutions

533

Shares Held

25.4M

Call Options Held

Put Options Held

400

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Topel & Distasi Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History