Topel & Distasi Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Topel & Distasi Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$46.98 - $48.45 $3,946 - $4,069	84 Added 1.75%	4,893 $230,000
Q1 2023 May 12, 2023	BUY	$46.38 - $48.56 $223,041 - $233,525	4,809 New	4,809 $231,000
Q1 2022 Apr 21, 2022	SELL	$51.09 - $54.52 $245,283 - $261,750	-4,801 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$54.56 - $55.46 $261,942 - $266,263	4,801 New	4,801 $265,000

401

62.4M

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