Topel & Distasi Wealth Management, LLC Ishares Tr Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

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 3,441 shares of ICF stock, worth $218,537. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,441
Previous 3,564 3.45%
Holding current value
$218,537
Previous $204,000 10.78%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 12, 2024
SELL
$56.77 - $67.33 $6,982 - $8,281
-123 Reduced 3.45%
3,441 $226,000
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

# of Institutions
375
Shares Held
22M
Call Options Held
31.4K
Put Options Held
3.9K
View Full List

About ISHARES TR

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