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 196,372 shares of IEFA stock, worth $13.8 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares
196,372
Previous 192,549 1.99%
Holding current value
$13.8 Million
Previous $14 Million 9.58%
% of portfolio
6.36%
Previous 6.15%

Shares

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

Nov 12, 2024
BUY
$70.09 - $78.74 $267,954 - $301,023
3,823 Added 1.99%
196,372 $15.3 Million
Q2 2024

Aug 09, 2024
BUY
$70.77 - $76.19 $142,813 - $153,751
2,018 Added 1.06%
192,549 $14 Million
Q1 2024

May 06, 2024
BUY
$68.14 - $74.43 $311,331 - $340,070
4,569 Added 2.46%
190,531 $14.1 Million
Q4 2023

Jan 12, 2024
BUY
$61.3 - $70.47 $4.51 Million - $5.18 Million
73,541 Added 65.42%
185,962 $13.1 Million
Q3 2023

Nov 06, 2023
BUY
$64.04 - $69.58 $114,183 - $124,061
1,783 Added 1.61%
112,421 $7.23 Million
Q2 2023

Aug 07, 2023
BUY
$66.03 - $69.1 $71,840 - $75,180
1,088 Added 0.99%
110,638 $7.47 Million
Q1 2023

May 12, 2023
SELL
$62.17 - $67.7 $535,843 - $583,506
-8,619 Reduced 7.29%
109,550 $7.32 Million
Q4 2022

Jan 31, 2023
SELL
$52.35 - $63.65 $36,749 - $44,682
-702 Reduced 0.59%
118,169 $7.28 Million
Q3 2022

Nov 21, 2022
SELL
$52.32 - $63.1 $2.93 Million - $3.53 Million
-55,975 Reduced 32.01%
118,871 $7.24 Million
Q2 2022

Aug 05, 2022
SELL
$57.91 - $70.46 $101,168 - $123,093
-1,747 Reduced 0.99%
174,846 $10.3 Million
Q1 2022

Apr 21, 2022
BUY
$63.26 - $75.48 $4.74 Million - $5.66 Million
74,971 Added 73.77%
176,593 $12.3 Million
Q4 2021

Feb 23, 2022
BUY
$72.36 - $77.76 $7.35 Million - $7.9 Million
101,622 New
101,622 $7.59 Million

Others Institutions Holding IEFA

# of Institutions
2,003
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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