Topel & Distasi Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 18,585 shares of IWB stock, worth $5.84 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
18,585
Previous 18,302 1.55%
Holding current value
$5.84 Million
Previous $5.27 Million 4.89%
% of portfolio
2.43%
Previous 2.33%

Shares

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

Aug 09, 2024
BUY
$272.21 - $298.72 $77,035 - $84,537
283 Added 1.55%
18,585 $5.53 Million
Q1 2024

May 06, 2024
SELL
$257.46 - $288.1 $50,462 - $56,467
-196 Reduced 1.06%
18,302 $5.27 Million
Q4 2023

Jan 12, 2024
SELL
$225.16 - $263.17 $47,058 - $55,002
-209 Reduced 1.12%
18,498 $4.85 Million
Q3 2023

Nov 06, 2023
SELL
$234.05 - $252.17 $176,239 - $189,884
-753 Reduced 3.87%
18,707 $4.39 Million
Q2 2023

Aug 07, 2023
SELL
$221.85 - $243.74 $15,751 - $17,305
-71 Reduced 0.36%
19,460 $4.74 Million
Q1 2023

May 12, 2023
BUY
$208.78 - $230.55 $28,394 - $31,354
136 Added 0.7%
19,531 $4.4 Million
Q4 2022

Jan 31, 2023
BUY
$196.94 - $224.49 $2.01 Million - $2.29 Million
10,182 Added 110.52%
19,395 $4.08 Million
Q3 2022

Nov 21, 2022
SELL
$197.33 - $237.63 $104,979 - $126,419
-532 Reduced 5.46%
9,213 $2.01 Million
Q2 2022

Aug 05, 2022
BUY
$201.03 - $253.2 $248,674 - $313,208
1,237 Added 14.54%
9,745 $2.03 Million
Q1 2022

Apr 21, 2022
SELL
$230.48 - $266.11 $74,214 - $85,687
-322 Reduced 3.65%
8,508 $2.13 Million
Q4 2021

Feb 23, 2022
BUY
$241.33 - $266.02 $2.13 Million - $2.35 Million
8,830 New
8,830 $2.34 Million

Others Institutions Holding IWB

# of Institutions
1,340
Shares Held
92.5M
Call Options Held
56.9K
Put Options Held
46.1K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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