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

Topel & Distasi Wealth Management, LLC

  • $191 Million
  • Q2 2025

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 8,889 shares of ESGE stock, worth $357,160. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,889
Previous 8,709 2.07%
Holding current value
$357,160
Previous $304,000 14.47%
% of portfolio
0.18%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$30.87 - $39.17 $5,556 - $7,050
180 Added 2.07%
8,889 $348,000
Q1 2025

May 09, 2025
BUY
$32.74 - $36.2 $64,497 - $71,314
1,970 Added 29.23%
8,709 $304,000
Q4 2024

Jan 30, 2025
SELL
$33.39 - $37.66 $1,402 - $1,581
-42 Reduced 0.62%
6,739 $225,000
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
595
Shares Held
100M
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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