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

Topel & Distasi Wealth Management, LLC

$234 Million
Q4 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 17,542 shares of IWB stock, worth $5.78 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

17,542

Previous 18,543 5.4%

Holding current value

$5.78 Million

Previous $5.83 Million 3.05%

% of portfolio

2.42%

Previous 2.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$311.11 - $335.64 $311,421 - $335,975	-1,001 Reduced 5.4%	17,542 $5.65 Million
Q3 2024 Nov 12, 2024	SELL	$283.28 - $314.39 $11,897 - $13,204	-42 Reduced 0.23%	18,543 $5.83 Million
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

1,465

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

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