Topel & Distasi Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $191 Million
  • Q2 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,891 shares of IVV stock, worth $3.13 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
4,891
Previous 4,891 -0.0%
Holding current value
$3.13 Million
Previous $2.75 Million 10.48%
% of portfolio
1.59%
Previous 1.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$554.06 - $615.85 $226,610 - $251,882
-409 Reduced 7.72%
4,891 $2.75 Million
Q4 2024

Jan 30, 2025
SELL
$570.51 - $610.59 $188,268 - $201,494
-330 Reduced 5.86%
5,300 $3.12 Million
Q1 2023

May 12, 2023
BUY
$381.13 - $418.66 $2.15 Million - $2.36 Million
5,630 New
5,630 $2.31 Million

Others Institutions Holding IVV

# of Institutions
3,984
Shares Held
799M
Call Options Held
5.37M
Put Options Held
2M
View Full List

About ISHARES CORE S&P 500 ETF

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