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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

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 5,630 shares of IVV stock, worth $3.43 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
5,630
Previous 5,630 -0.0%
Holding current value
$3.43 Million
Previous $3.08 Million 5.42%
% of portfolio
1.35%
Previous 1.35%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,500
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
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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