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

Topel & Distasi Wealth Management, LLC

$228 Million
Q2 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 3,741 shares of ESGD stock, worth $311,737. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,741

Previous 3,767 0.69%

Holding current value

$311,737

Previous $301,000 2.33%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

625

Shares Held

93M

Call Options Held

600

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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