Topel & Distasi Wealth Management, LLC Ishares Tr Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 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 190,531 shares of IEFA stock, worth $14.2 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares

190,531

Previous 185,962 2.46%

Holding current value

$14.2 Million

Previous $13.1 Million 8.1%

% of portfolio

6.25%

Previous 6.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.86 - $63.65 $39,915 - $44,682	-702 Reduced 0.59%	118,169 $7.28 Million
Q3 2022 Nov 21, 2022	SELL	$53.51 - $63.1 $3 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

1,891

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
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Topel & Distasi Wealth Management, LLC Ishares Tr Transaction History