A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 13,461 shares of HYXF stock, worth $624,994. This represents 0.27% of its overall portfolio holdings.

Number of Shares
13,461
Previous 13,415 0.34%
Holding current value
$624,994
Previous $612,000 0.65%
% of portfolio
0.27%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$44.38 - $45.45 $2,041 - $2,090
46 Added 0.34%
13,461 $608,000
Q1 2024

May 06, 2024

BUY
$44.96 - $45.79 $119,863 - $122,076
2,666 Added 24.8%
13,415 $612,000
Q4 2023

Jan 12, 2024

BUY
$42.09 - $45.76 $9,133 - $9,929
217 Added 2.06%
10,749 $488,000
Q3 2023

Nov 06, 2023

BUY
$43.07 - $44.49 $41,261 - $42,621
958 Added 10.01%
10,532 $454,000
Q1 2023

May 12, 2023

BUY
$42.83 - $45.39 $118,382 - $125,457
2,764 Added 40.59%
9,574 $424,000
Q4 2022

Jan 31, 2023

BUY
$42.01 - $44.6 $2,856 - $3,032
68 Added 1.01%
6,810 $294,000
Q3 2022

Nov 21, 2022

SELL
$42.14 - $46.73 $1,306 - $1,448
-31 Reduced 0.46%
6,742 $292,000
Q2 2022

Aug 05, 2022

BUY
$43.12 - $48.58 $26,087 - $29,390
605 Added 9.81%
6,773 $295,000
Q1 2022

Apr 21, 2022

BUY
$47.28 - $51.53 $291,623 - $317,837
6,168 New
6,168 $300,000

Others Institutions Holding HYXF

About ISHARES TR ESG ADVANCED HIGH Y


  • Ticker HYXF
  • Sector ETFs
  • Industry ETFs
More about HYXF
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.