Topel & Distasi Wealth Management, LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 5,630 shares of IVV stock, worth $3.23 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
5,630
Previous 5,630
-0.0%
Holding current value
$3.23 Million
Previous $2.96 Million
4.09%
% of portfolio
1.35%
Previous 1.31%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio