A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 3,564 shares of ICF stock, worth $202,934. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,564
Previous 3,564 -0.0%
Holding current value
$202,934
Previous $209,000 1.91%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$47.45 - $59.42 $169,111 - $211,772
3,564 New
3,564 $209,000
Q2 2022

Aug 05, 2022

SELL
$57.32 - $74.48 $23,271 - $30,238
-406 Reduced 10.47%
3,471 $211,000
Q1 2022

Apr 21, 2022

SELL
$64.57 - $75.32 $5,553 - $6,477
-86 Reduced 2.17%
3,877 $275,000
Q4 2021

Feb 23, 2022

BUY
$65.59 - $76.08 $259,933 - $301,505
3,963 New
3,963 $302,000

Others Institutions Holding ICF

About ISHARES TR


  • Ticker ICF
  • Sector ETFs
  • Industry ETFs
More about ICF
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.