Topel & Distasi Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 3,759 shares of ESGD stock, worth $306,320. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,759
Previous 3,725 0.91%
Holding current value
$306,320
Previous $313,000 8.63%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 30, 2025
BUY
$75.65 - $83.47 $2,572 - $2,837
34 Added 0.91%
3,759 $286,000
Q3 2024

Nov 12, 2024
SELL
$75.63 - $84.89 $1,210 - $1,358
-16 Reduced 0.43%
3,725 $313,000
Q2 2024

Aug 09, 2024
SELL
$76.22 - $82.36 $1,981 - $2,141
-26 Reduced 0.69%
3,741 $294,000
Q1 2024

May 06, 2024
SELL
$73.39 - $80.18 $1,687 - $1,844
-23 Reduced 0.61%
3,767 $301,000
Q3 2023

Nov 06, 2023
BUY
$68.87 - $74.82 $4,476 - $4,863
65 Added 1.74%
3,790 $262,000
Q2 2023

Aug 07, 2023
SELL
$70.97 - $74.19 $2,625 - $2,745
-37 Reduced 0.98%
3,725 $271,000
Q1 2023

May 12, 2023
SELL
$66.27 - $72.39 $10,139 - $11,075
-153 Reduced 3.91%
3,762 $270,000
Q3 2022

Nov 21, 2022
SELL
$55.75 - $67.2 $62,941 - $75,868
-1,129 Reduced 22.38%
3,915 $255,000
Q2 2022

Aug 05, 2022
BUY
$61.64 - $74.67 $143,497 - $173,831
2,328 Added 85.71%
5,044 $317,000
Q4 2021

Feb 23, 2022
BUY
$76.64 - $82.32 $208,154 - $223,581
2,716 New
2,716 $216,000

Others Institutions Holding ESGD

# of Institutions
660
Shares Held
96.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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