Topel & Distasi Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 25,873 shares of ESML stock, worth $1.17 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
25,873
Previous 23,802 8.7%
Holding current value
$1.17 Million
Previous $916,000 18.12%
% of portfolio
0.45%
Previous 0.4%

Shares

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

Nov 12, 2024
BUY
$38.03 - $42.06 $78,760 - $87,106
2,071 Added 8.7%
25,873 $1.08 Million
Q2 2024

Aug 09, 2024
BUY
$36.99 - $39.96 $1,294 - $1,398
35 Added 0.15%
23,802 $916,000
Q1 2024

May 06, 2024
BUY
$36.33 - $40.27 $33,387 - $37,008
919 Added 4.02%
23,767 $957,000
Q4 2023

Jan 12, 2024
SELL
$30.96 - $38.59 $959 - $1,196
-31 Reduced 0.14%
22,848 $868,000
Q3 2023

Nov 06, 2023
BUY
$33.21 - $37.37 $43,006 - $48,394
1,295 Added 6.0%
22,879 $769,000
Q2 2023

Aug 07, 2023
BUY
$32.46 - $35.52 $14,639 - $16,019
451 Added 2.13%
21,584 $766,000
Q1 2023

May 12, 2023
BUY
$32.27 - $37.51 $172,418 - $200,415
5,343 Added 33.84%
21,133 $718,000
Q4 2022

Jan 31, 2023
BUY
$31.03 - $35.26 $6,981 - $7,933
225 Added 1.45%
15,790 $519,000
Q3 2022

Nov 21, 2022
BUY
$30.47 - $36.87 $44,760 - $54,162
1,469 Added 10.42%
15,565 $537,000
Q2 2022

Aug 05, 2022
BUY
$30.34 - $38.42 $20,752 - $26,279
684 Added 5.1%
14,096 $444,000
Q1 2022

Apr 21, 2022
BUY
$35.57 - $40.83 $27,922 - $32,051
785 Added 6.22%
13,412 $510,000
Q4 2021

Feb 23, 2022
BUY
$38.24 - $42.82 $482,856 - $540,688
12,627 New
12,627 $509,000

Others Institutions Holding ESML

# of Institutions
412
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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