Topel & Distasi Wealth Management, LLC Ishares Msci Emerging Markets Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 23,086 shares of EEM stock, worth $995,006. This represents 0.41% of its overall portfolio holdings.

Number of Shares
23,086
Previous 29,591 21.98%
Holding current value
$995,006
Previous $1.36 Million 28.89%
% of portfolio
0.41%
Previous 0.56%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$41.82 - $47.36 $272,039 - $308,076
-6,505 Reduced 21.98%
23,086 $965,000
Q3 2024

Nov 12, 2024
BUY
$40.42 - $46.7 $938,107 - $1.08 Million
23,209 Added 363.66%
29,591 $1.36 Million
Q2 2024

Aug 09, 2024
SELL
$39.71 - $43.79 $1,191 - $1,313
-30 Reduced 0.47%
6,382 $271,000
Q1 2024

May 06, 2024
SELL
$37.68 - $41.36 $465,913 - $511,416
-12,365 Reduced 65.85%
6,412 $263,000
Q4 2023

Jan 12, 2024
BUY
$36.53 - $40.3 $273,353 - $301,564
7,483 Added 66.26%
18,777 $755,000
Q3 2023

Nov 06, 2023
BUY
$37.76 - $41.95 $5,928 - $6,586
157 Added 1.41%
11,294 $428,000
Q2 2023

Aug 07, 2023
SELL
$38.19 - $41.02 $496 - $533
-13 Reduced 0.12%
11,137 $440,000
Q1 2023

May 12, 2023
BUY
$37.27 - $42.5 $27,840 - $31,747
747 Added 7.18%
11,150 $439,000
Q3 2022

Nov 21, 2022
BUY
$34.88 - $41.05 $81,898 - $96,385
2,348 Added 29.15%
10,403 $395,000
Q2 2022

Aug 05, 2022
BUY
$39.4 - $46.71 $394 - $467
10 Added 0.12%
8,055 $323,000
Q1 2022

Apr 21, 2022
BUY
$41.54 - $50.85 $6,355 - $7,780
153 Added 1.94%
8,045 $363,000
Q4 2021

Feb 23, 2022
BUY
$47.44 - $52.5 $374,396 - $414,330
7,892 New
7,892 $386,000

Others Institutions Holding EEM

# of Institutions
1,557
Shares Held
323M
Call Options Held
195M
Put Options Held
351M
View Full List

About ISHARES MSCI EMERGING MARKETS

EEM Quotes by TradingView
  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
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