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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,781 shares of ESGE stock, worth $230,011. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,781
Previous 6,697 1.25%
Holding current value
$230,011
Previous $224,000 9.82%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$32.04 - $37.11 $2,691 - $3,117
84 Added 1.25%
6,781 $246,000
Q2 2024

Aug 09, 2024
SELL
$31.14 - $34.36 $747 - $824
-24 Reduced 0.36%
6,697 $224,000
Q1 2024

May 06, 2024
BUY
$29.99 - $32.59 $201,562 - $219,037
6,721 New
6,721 $216,000

Others Institutions Holding ESGE

# of Institutions
547
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

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