Topel & Distasi Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 116,036 shares of IJH stock, worth $7.21 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
116,036
Previous 115,095 0.82%
Holding current value
$7.21 Million
Previous $6.99 Million 2.86%
% of portfolio
2.98%
Previous 3.09%

Shares

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

Aug 09, 2024
BUY
$56.43 - $60.79 $53,100 - $57,203
941 Added 0.82%
116,036 $6.79 Million
Q1 2024

May 06, 2024
BUY
$56.98 - $284.98 $5.25 Million - $26.2 Million
92,097 Added 400.46%
115,095 $6.99 Million
Q4 2023

Jan 12, 2024
BUY
$232.04 - $279.85 $63,114 - $76,119
272 Added 1.2%
22,998 $6.37 Million
Q3 2023

Nov 06, 2023
SELL
$246.15 - $272.4 $11,076 - $12,257
-45 Reduced 0.2%
22,726 $5.67 Million
Q2 2023

Aug 07, 2023
BUY
$240.22 - $261.48 $37,954 - $41,313
158 Added 0.7%
22,771 $5.95 Million
Q1 2023

May 12, 2023
BUY
$237.25 - $271.72 $175,327 - $200,801
739 Added 3.38%
22,613 $5.66 Million
Q4 2022

Jan 31, 2023
SELL
$44.74 - $257.0 $1,565 - $8,995
-35 Reduced 0.16%
21,874 $5.29 Million
Q3 2022

Nov 21, 2022
BUY
$43.85 - $263.28 $9,208 - $55,288
210 Added 0.97%
21,909 $5.48 Million
Q2 2022

Aug 05, 2022
BUY
$219.07 - $270.08 $75,141 - $92,637
343 Added 1.61%
21,699 $4.91 Million
Q1 2022

Apr 21, 2022
BUY
$251.21 - $285.37 $57,527 - $65,349
229 Added 1.08%
21,356 $5.73 Million
Q4 2021

Feb 23, 2022
BUY
$265.81 - $290.54 $5.62 Million - $6.14 Million
21,127 New
21,127 $5.98 Million

Others Institutions Holding IJH

# of Institutions
2,361
Shares Held
1.02B
Call Options Held
716K
Put Options Held
43.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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